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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 | $130,725 | $165,351-20.9% | $149,710-12.7% | $158,931-17.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.40% | 348.19%-336.8pp | 276.63%-265.2pp | 302.86%-291.5pp |
| Employer contribution / active EE | $9,513 | $5,103+86.4% | $4,645+104.8% | $4,761+99.8% |
| Participant deferral / active EE | $5,754 | $7,181-19.9% | $6,842-15.9% | $5,982-3.8% |
| Admin fee / account holder | $5,568 | $10,807-48.5% | $9,309-40.2% | $11,247-50.5% |