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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 | $102,124 | $149,040-31.5% | $120,225-15.1% | $137,256-25.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.86% | 605.68%-586.8pp | 439.23%-420.4pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,088 | $4,350-29.0% | $3,475-11.1% | $4,156-25.7% |
| Participant deferral / active EE | $11,955 | $4,655+156.8% | $3,999+199.0% | $6,407+86.6% |
| Admin fee / account holder | $9,755 | $6,348+53.7% | $5,696+71.2% | $12,270-20.5% |