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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 | $80,815 | $226,105-64.3% | $182,540-55.7% | $152,897-47.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.12% | 192.58%-170.5pp | 148.58%-126.5pp | 345.43%-323.3pp |
| Employer contribution / active EE | $2,828 | $4,978-43.2% | $4,076-30.6% | $4,764-40.6% |
| Participant deferral / active EE | $3,469 | $6,370-45.5% | $5,525-37.2% | $5,851-40.7% |
| Admin fee / account holder | $2,530 | $10,706-76.4% | $8,593-70.6% | $11,599-78.2% |