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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 | $129,537 | $165,381-21.7% | $149,730-13.5% | $158,966-18.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.44% | 348.29%-338.9pp | 276.70%-267.3pp | 302.95%-293.5pp |
| Employer contribution / active EE | $7,563 | $5,104+48.2% | $4,645+62.8% | $4,762+58.8% |
| Participant deferral / active EE | $4,318 | $7,182-39.9% | $6,843-36.9% | $5,983-27.8% |
| Admin fee / account holder | $881 | $10,809-91.9% | $9,310-90.5% | $11,250-92.2% |