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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 | $154,754-34.0% | $124,206-17.8% | $138,895-26.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 18.86% | 709.28%-690.4pp | 515.27%-496.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $3,088 | $4,446-30.5% | $3,540-12.8% | $4,194-26.4% |
| Participant deferral / active EE | $11,955 | $4,621+158.7% | $3,968+201.3% | $6,396+86.9% |
| Admin fee / account holder | $9,755 | $6,690+45.8% | $5,929+64.5% | $12,562-22.3% |