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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 | $103,118 | $148,623-30.6% | $135,974-24.2% | $139,466-26.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.63% | 79.30%-64.7pp | 68.30%-53.7pp | 373.66%-359.0pp |
| Employer contribution / active EE | $1,850 | $5,246-64.7% | $4,859-61.9% | $4,754-61.1% |
| Participant deferral / active EE | $8,091 | $8,103-0.1% | $7,760+4.3% | $6,712+20.5% |
| Admin fee / account holder | $2,407 | $12,406-80.6% | $10,767-77.6% | $11,409-78.9% |