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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 | $89,194 | $108,911-18.1% | $100,392-11.2% | $145,884-38.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.73% | 58.23%-42.5pp | 49.45%-33.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $2,982 | $4,420-32.5% | $3,941-24.3% | $4,662-36.0% |
| Participant deferral / active EE | $9,535 | $8,459+12.7% | $8,090+17.9% | $6,690+42.5% |
| Admin fee / account holder | $19,087 | $9,698+96.8% | $7,904+141.5% | $13,392+42.5% |