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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 | $62,502 | $198,461-68.5% | $170,436-63.3% | $147,585-57.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.44% | 257.30%-247.9pp | 205.94%-196.5pp | 578.57%-569.1pp |
| Employer contribution / active EE | $2,028 | $6,184-67.2% | $5,433-62.7% | $4,876-58.4% |
| Participant deferral / active EE | $16,828 | $5,629+198.9% | $4,939+240.7% | $5,439+209.4% |
| Admin fee / account holder | $1,381 | $16,852-91.8% | $13,880-90.1% | $10,885-87.3% |