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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 | $117,472 | $209,428-43.9% | $178,498-34.2% | $158,950-26.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.78% | 188.78%-171.0pp | 151.09%-133.3pp | 302.91%-285.1pp |
| Employer contribution / active EE | $1,989 | $5,707-65.1% | $5,011-60.3% | $4,762-58.2% |
| Participant deferral / active EE | $5,877 | $5,955-1.3% | $5,202+13.0% | $5,983-1.8% |
| Admin fee / account holder | $2,504 | $17,077-85.3% | $13,985-82.1% | $11,248-77.7% |