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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 | $85,840 | $129,737-33.8% | $119,126-27.9% | $154,746-44.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.97% | 379.08%-361.1pp | 282.11%-264.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $3,955 | $4,375-9.6% | $4,034-2.0% | $4,379-9.7% |
| Participant deferral / active EE | $10,822 | $5,842+85.2% | $5,318+103.5% | $6,730+60.8% |
| Admin fee / account holder | $10,935 | $11,961-8.6% | $10,693+2.3% | $14,365-23.9% |