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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 | $36,410 | $180,459-79.8% | $154,108-76.4% | $135,380-73.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.69% | 888.21%-881.5pp | 735.21%-728.5pp | 519.81%-513.1pp |
| Employer contribution / active EE | $1,303 | $6,035-78.4% | $5,298-75.4% | $4,779-72.7% |
| Participant deferral / active EE | $3,199 | $5,806-44.9% | $5,081-37.0% | $5,609-43.0% |
| Admin fee / account holder | $2,614 | $16,145-83.8% | $13,411-80.5% | $10,828-75.9% |