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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 | $88,971 | $154,754-42.5% | $124,206-28.4% | $138,895-35.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 10.94% | 709.28%-698.3pp | 515.27%-504.3pp | 145.39%-134.5pp |
| Employer contribution / active EE | $3,783 | $4,446-14.9% | $3,540+6.8% | $4,194-9.8% |
| Participant deferral / active EE | $1,498 | $4,621-67.6% | $3,968-62.2% | $6,396-76.6% |
| Admin fee / account holder | $766 | $6,690-88.6% | $5,929-87.1% | $12,562-93.9% |