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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,093 | $165,381-74.5% | $149,730-71.9% | $158,966-73.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 229.94% | 348.29%-118.4pp | 276.70%-46.8pp | 302.95%-73.0pp |
| Employer contribution / active EE | $5,768 | $5,104+13.0% | $4,645+24.2% | $4,762+21.1% |
| Participant deferral / active EE | $6,224 | $7,182-13.3% | $6,843-9.0% | $5,983+4.0% |
| Admin fee / account holder | $1,075 | $10,809-90.1% | $9,310-88.5% | $11,250-90.4% |