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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 | $83,562 | $209,425-60.1% | $178,499-53.2% | $158,966-47.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.71% | 188.80%-170.1pp | 151.10%-132.4pp | 302.95%-284.2pp |
| Employer contribution / active EE | $2,535 | $5,707-55.6% | $5,011-49.4% | $4,762-46.8% |
| Participant deferral / active EE | $8,033 | $5,955+34.9% | $5,202+54.4% | $5,983+34.3% |
| Admin fee / account holder | $1,628 | $17,078-90.5% | $13,986-88.4% | $11,250-85.5% |