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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 | $93,545 | $184,000-49.2% | $162,185-42.3% | $152,909-38.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 30.16% | 150.80%-120.6pp | 115.61%-85.4pp | 345.46%-315.3pp |
| Employer contribution / active EE | $3,616 | $6,370-43.2% | $5,613-35.6% | $4,764-24.1% |
| Participant deferral / active EE | $8,380 | $8,033+4.3% | $7,297+14.8% | $5,851+43.2% |
| Admin fee / account holder | $1,000 | $13,124-92.4% | $10,844-90.8% | $11,601-91.4% |