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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 | $30,080 | $183,539-83.6% | $155,556-80.7% | $145,897-79.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.59% | 61.31%-47.7pp | 64.84%-51.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,332 | $5,315-74.9% | $4,675-71.5% | $4,663-71.4% |
| Participant deferral / active EE | $2,020 | $6,467-68.8% | $5,631-64.1% | $6,689-69.8% |
| Admin fee / account holder | $5,471 | $19,275-71.6% | $15,885-65.6% | $13,390-59.1% |