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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 | $90,163 | $176,071-48.8% | $159,450-43.5% | $167,497-46.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.72% | 331.79%-316.1pp | 263.60%-247.9pp | 478.62%-462.9pp |
| Employer contribution / active EE | $4,562 | $5,298-13.9% | $4,830-5.5% | $4,838-5.7% |
| Participant deferral / active EE | $11,878 | $7,750+53.3% | $7,352+61.6% | $6,341+87.3% |
| Admin fee / account holder | $637 | $12,555-94.9% | $10,800-94.1% | $12,310-94.8% |