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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 | $101,009 | $180,462-44.0% | $154,111-34.5% | $135,379-25.4% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | 7.55% | 888.17%-880.6pp | 735.18%-727.6pp | 519.79%-512.2pp |
| Employer contribution / active EE | $2,169 | $6,036-64.1% | $5,298-59.1% | $4,779-54.6% |
| Participant deferral / active EE | $3,000 | $5,806-48.3% | $5,081-41.0% | $5,609-46.5% |
| Admin fee / account holder | $5,348 | $16,145-66.9% | $13,411-60.1% | $10,828-50.6% |