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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 | $80,788 | $209,425-61.4% | $178,499-54.7% | $158,966-49.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.15% | 188.80%-180.6pp | 151.10%-143.0pp | 302.95%-294.8pp |
| Employer contribution / active EE | $2,285 | $5,707-60.0% | $5,011-54.4% | $4,762-52.0% |
| Participant deferral / active EE | $2,523 | $5,955-57.6% | $5,202-51.5% | $5,983-57.8% |
| Admin fee / account holder | $2,243 | $17,078-86.9% | $13,986-84.0% | $11,250-80.1% |