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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 | $65,495 | $198,462-67.0% | $170,439-61.6% | $147,585-55.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.64% | 257.30%-244.7pp | 205.94%-193.3pp | 578.58%-565.9pp |
| Employer contribution / active EE | $6,512 | $6,184+5.3% | $5,433+19.9% | $4,876+33.5% |
| Participant deferral / active EE | $3,878 | $5,629-31.1% | $4,939-21.5% | $5,439-28.7% |
| Admin fee / account holder | $13,068 | $16,852-22.5% | $13,881-5.9% | $10,886+20.0% |