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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 | $64,022 | $217,432-70.6% | $185,849-65.6% | $167,536-61.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.10% | 148.42%-133.3pp | 122.10%-107.0pp | 478.82%-463.7pp |
| Employer contribution / active EE | $1,734 | $5,875-70.5% | $5,169-66.5% | $4,839-64.2% |
| Participant deferral / active EE | $3,151 | $6,357-50.4% | $5,569-43.4% | $6,342-50.3% |
| Admin fee / account holder | $2,819 | $19,818-85.8% | $16,244-82.6% | $12,315-77.1% |