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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 | $71,765 | $226,135-68.3% | $182,558-60.7% | $152,909-53.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 25.86% | 192.60%-166.7pp | 148.59%-122.7pp | 345.46%-319.6pp |
| Employer contribution / active EE | $2,509 | $4,979-49.6% | $4,076-38.4% | $4,764-47.3% |
| Participant deferral / active EE | $4,054 | $6,371-36.4% | $5,526-26.6% | $5,851-30.7% |
| Admin fee / account holder | $1,230 | $10,707-88.5% | $8,594-85.7% | $11,601-89.4% |