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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 | $47,581 | $175,231-72.8% | $149,696-68.2% | $139,466-65.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.19% | 166.77%-152.6pp | 134.46%-120.3pp | 373.66%-359.5pp |
| Employer contribution / active EE | $1,714 | $5,478-68.7% | $4,821-64.4% | $4,754-63.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $495 | $16,155-96.9% | $13,212-96.3% | $11,409-95.7% |