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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 | $118,643 | $160,040-25.9% | $147,096-19.3% | $145,877-18.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.12% | 98.49%-81.4pp | 419.75%-402.6pp | 551.28%-534.2pp |
| Employer contribution / active EE | $2,087 | $5,289-60.5% | $4,936-57.7% | $4,663-55.3% |
| Participant deferral / active EE | $10,227 | $8,429+21.3% | $8,071+26.7% | $6,691+52.9% |
| Admin fee / account holder | $722 | $15,050-95.2% | $13,005-94.4% | $13,402-94.6% |