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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 | $117,568 | $217,427-45.9% | $185,837-36.7% | $167,518-29.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.92% | 148.39%-136.5pp | 122.08%-110.2pp | 478.71%-466.8pp |
| Employer contribution / active EE | $1,887 | $5,874-67.9% | $5,168-63.5% | $4,838-61.0% |
| Participant deferral / active EE | $13,535 | $6,357+112.9% | $5,568+143.1% | $6,342+113.4% |
| Admin fee / account holder | $7,272 | $19,816-63.3% | $16,241-55.2% | $12,312-40.9% |