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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 | $52,518 | $198,457-73.5% | $170,435-69.2% | $147,586-64.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.53% | 257.30%-235.8pp | 205.94%-184.4pp | 578.59%-557.1pp |
| Employer contribution / active EE | $3,670 | $6,183-40.7% | $5,432-32.5% | $4,876-24.7% |
| Participant deferral / active EE | $5,670 | $5,629+0.7% | $4,939+14.8% | $5,439+4.3% |
| Admin fee / account holder | $917 | $16,852-94.6% | $13,881-93.4% | $10,886-91.6% |