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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 | $96,059 | $209,422-54.1% | $178,503-46.2% | $158,982-39.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.68% | 188.81%-166.1pp | 151.12%-128.4pp | 302.99%-280.3pp |
| Employer contribution / active EE | $2,861 | $5,707-49.9% | $5,011-42.9% | $4,763-39.9% |
| Participant deferral / active EE | $2,902 | $5,955-51.3% | $5,202-44.2% | $5,983-51.5% |
| Admin fee / account holder | $2,945 | $17,079-82.8% | $13,987-78.9% | $11,252-73.8% |