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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 | $112,113 | $165,399-32.2% | $149,745-25.1% | $158,982-29.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.67% | 348.34%-338.7pp | 276.72%-267.1pp | 302.99%-293.3pp |
| Employer contribution / active EE | $7,883 | $5,105+54.4% | $4,646+69.7% | $4,763+65.5% |
| Participant deferral / active EE | $5,259 | $7,183-26.8% | $6,843-23.1% | $5,983-12.1% |
| Admin fee / account holder | $1,893 | $10,811-82.5% | $9,312-79.7% | $11,252-83.2% |