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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 | $93,883 | $175,231-46.4% | $149,696-37.3% | $139,466-32.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.35% | 166.77%-149.4pp | 134.46%-117.1pp | 373.66%-356.3pp |
| Employer contribution / active EE | $6,187 | $5,478+12.9% | $4,821+28.3% | $4,754+30.1% |
| Participant deferral / active EE | $4,796 | $6,521-26.5% | $5,682-15.6% | $6,712-28.5% |
| Admin fee / account holder | $2,374 | $16,155-85.3% | $13,212-82.0% | $11,409-79.2% |