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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 | $30,210 | $99,017-69.5% | $86,587-65.1% | $147,585-79.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.89% | 1312.37%-1298.5pp | 964.86%-951.0pp | 578.56%-564.7pp |
| Employer contribution / active EE | $120 | $3,132-96.2% | $2,839-95.8% | $4,876-97.5% |
| Participant deferral / active EE | $4,808 | $3,972+21.0% | $3,609+33.2% | $5,439-11.6% |
| Admin fee / account holder | $1,468 | $5,710-74.3% | $4,906-70.1% | $10,885-86.5% |