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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 | $201,698 | $72,071+179.9% | $68,368+195.0% | $137,256+46.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.55% | 353.14%-337.6pp | 292.57%-277.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,526 | $2,788-9.4% | $2,649-4.6% | $4,156-39.2% |
| Participant deferral / active EE | $5,052 | $4,410+14.6% | $4,123+22.5% | $6,407-21.1% |
| Admin fee / account holder | $888 | $5,336-83.4% | $5,150-82.8% | $12,270-92.8% |