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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 | $45,807 | $198,461-76.9% | $170,436-73.1% | $147,585-69.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.69% | 257.30%-247.6pp | 205.94%-196.2pp | 578.57%-568.9pp |
| Employer contribution / active EE | $1,982 | $6,184-67.9% | $5,433-63.5% | $4,876-59.4% |
| Participant deferral / active EE | $7,086 | $5,629+25.9% | $4,939+43.5% | $5,439+30.3% |
| Admin fee / account holder | $50,981 | $16,852+202.5% | $13,880+267.3% | $10,885+368.3% |