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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 | $97,900 | $183,988-46.8% | $162,177-39.6% | $152,897-36.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.34% | 150.79%-124.5pp | 115.60%-89.3pp | 345.43%-319.1pp |
| Employer contribution / active EE | $3,023 | $6,370-52.5% | $5,613-46.1% | $4,764-36.5% |
| Participant deferral / active EE | $21,853 | $8,032+172.1% | $7,297+199.5% | $5,851+273.5% |
| Admin fee / account holder | $391 | $13,123-97.0% | $10,843-96.4% | $11,599-96.6% |