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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 | $70,366+186.6% | $66,674+202.5% | $138,895+45.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.55% | 386.41%-370.9pp | 321.24%-305.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $2,526 | $2,765-8.6% | $2,620-3.6% | $4,194-39.8% |
| Participant deferral / active EE | $5,052 | $4,374+15.5% | $4,084+23.7% | $6,396-21.0% |
| Admin fee / account holder | $888 | $5,262-83.1% | $5,098-82.6% | $12,562-92.9% |