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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 | $33,893 | $198,457-82.9% | $170,435-80.1% | $147,586-77.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.80% | 257.30%-236.5pp | 205.94%-185.1pp | 578.59%-557.8pp |
| Employer contribution / active EE | $1,725 | $6,183-72.1% | $5,432-68.2% | $4,876-64.6% |
| Participant deferral / active EE | $3,597 | $5,629-36.1% | $4,939-27.2% | $5,439-33.9% |
| Admin fee / account holder | $2,746 | $16,852-83.7% | $13,881-80.2% | $10,886-74.8% |