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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 | $99,797 | $217,432-54.1% | $185,851-46.3% | $167,553-40.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.45% | 148.43%-134.0pp | 122.11%-107.7pp | 478.89%-464.4pp |
| Employer contribution / active EE | $8,255 | $5,874+40.5% | $5,168+59.7% | $4,840+70.6% |
| Participant deferral / active EE | $7,301 | $6,357+14.8% | $5,569+31.1% | $6,343+15.1% |
| Admin fee / account holder | $4,246 | $19,820-78.6% | $16,245-73.9% | $12,316-65.5% |