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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 | $30,543 | $209,428-85.4% | $178,498-82.9% | $158,950-80.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.29% | 188.78%-171.5pp | 151.09%-133.8pp | 302.91%-285.6pp |
| Employer contribution / active EE | $1,471 | $5,707-74.2% | $5,011-70.6% | $4,762-69.1% |
| Participant deferral / active EE | $4,065 | $5,955-31.7% | $5,202-21.9% | $5,983-32.1% |
| Admin fee / account holder | $1,925 | $17,077-88.7% | $13,985-86.2% | $11,248-82.9% |