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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 | $117,551 | $134,817-12.8% | $123,973-5.2% | $155,188-24.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 17.08% | 515.49%-498.4pp | 388.13%-371.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $2,917 | $4,425-34.1% | $4,126-29.3% | $4,248-31.3% |
| Participant deferral / active EE | $8,999 | $5,706+57.7% | $5,247+71.5% | $6,531+37.8% |
| Admin fee / account holder | $1,214 | $13,245-90.8% | $11,799-89.7% | $14,480-91.6% |