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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 | $79,166 | $217,432-63.6% | $185,851-57.4% | $167,553-52.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.73% | 148.43%-137.7pp | 122.11%-111.4pp | 478.89%-468.2pp |
| Employer contribution / active EE | $4,655 | $5,874-20.8% | $5,168-9.9% | $4,840-3.8% |
| Participant deferral / active EE | $6,342 | $6,357-0.2% | $5,569+13.9% | $6,3430% |
| Admin fee / account holder | $9,537 | $19,820-51.9% | $16,245-41.3% | $12,316-22.6% |