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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 | $29,931 | $217,427-86.2% | $185,837-83.9% | $167,518-82.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.41% | 148.39%-128.0pp | 122.08%-101.7pp | 478.71%-458.3pp |
| Employer contribution / active EE | $1,605 | $5,874-72.7% | $5,168-68.9% | $4,838-66.8% |
| Participant deferral / active EE | $4,164 | $6,357-34.5% | $5,568-25.2% | $6,342-34.3% |
| Admin fee / account holder | $5,415 | $19,816-72.7% | $16,241-66.7% | $12,312-56.0% |