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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 | $50,917 | $196,972-74.2% | $182,262-72.1% | $198,609-74.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.08% | 158.27%-138.2pp | 140.60%-120.5pp | 202.70%-182.6pp |
| Employer contribution / active EE | $7,794 | $5,364+45.3% | $5,046+54.5% | $5,055+54.2% |
| Participant deferral / active EE | $10,054 | $8,643+16.3% | $8,276+21.5% | $6,977+44.1% |
| Admin fee / account holder | $11,871 | $18,429-35.6% | $16,712-29.0% | $19,030-37.6% |