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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 | $85,071 | $209,425-59.4% | $178,499-52.3% | $158,966-46.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.49% | 188.80%-174.3pp | 151.10%-136.6pp | 302.95%-288.5pp |
| Employer contribution / active EE | $3,163 | $5,707-44.6% | $5,011-36.9% | $4,762-33.6% |
| Participant deferral / active EE | $8,527 | $5,955+43.2% | $5,202+63.9% | $5,983+42.5% |
| Admin fee / account holder | $7,525 | $17,078-55.9% | $13,986-46.2% | $11,250-33.1% |