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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 | $152,955 | $160,059-4.4% | $140,019+9.2% | $135,380+13.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 7.41% | 911.48%-904.1pp | 651.17%-643.8pp | 519.81%-512.4pp |
| Employer contribution / active EE | $2,015 | $6,420-68.6% | $5,605-64.1% | $4,779-57.8% |
| Participant deferral / active EE | $5,566 | $7,641-27.2% | $6,927-19.6% | $5,609-0.8% |
| Admin fee / account holder | $1,115 | $13,328-91.6% | $10,705-89.6% | $10,828-89.7% |