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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 | $91,622 | $176,105-48.0% | $159,474-42.5% | $167,536-45.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.22% | 331.91%-321.7pp | 263.68%-253.5pp | 478.82%-468.6pp |
| Employer contribution / active EE | $2,331 | $5,299-56.0% | $4,831-51.8% | $4,839-51.8% |
| Participant deferral / active EE | $10,245 | $7,751+32.2% | $7,353+39.3% | $6,342+61.5% |
| Admin fee / account holder | $946 | $12,559-92.5% | $10,802-91.2% | $12,315-92.3% |