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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 | $104,464 | $198,457-47.4% | $170,435-38.7% | $147,586-29.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.29% | 257.30%-236.0pp | 205.94%-184.7pp | 578.59%-557.3pp |
| Employer contribution / active EE | $9,230 | $6,183+49.3% | $5,432+69.9% | $4,876+89.3% |
| Participant deferral / active EE | $7,676 | $5,629+36.3% | $4,939+55.4% | $5,439+41.1% |
| Admin fee / account holder | $1,312 | $16,852-92.2% | $13,881-90.6% | $10,886-88.0% |