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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 | $38,941 | $196,972-80.2% | $182,262-78.6% | $198,609-80.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 31.37% | 158.27%-126.9pp | 140.60%-109.2pp | 202.70%-171.3pp |
| Employer contribution / active EE | $10,000 | $5,364+86.4% | $5,046+98.2% | $5,055+97.8% |
| Participant deferral / active EE | $11,535 | $8,643+33.5% | $8,276+39.4% | $6,977+65.3% |
| Admin fee / account holder | $1,706 | $18,429-90.7% | $16,712-89.8% | $19,030-91.0% |