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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 | $152,652 | $202,463-24.6% | $169,397-9.9% | $139,487+9.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 10.53% | 532.64%-522.1pp | 406.23%-395.7pp | 373.84%-363.3pp |
| Employer contribution / active EE | $2,412 | $4,694-48.6% | $4,013-39.9% | $4,755-49.3% |
| Participant deferral / active EE | $4,395 | $6,941-36.7% | $6,223-29.4% | $6,713-34.5% |
| Admin fee / account holder | $6,962 | $10,726-35.1% | $9,017-22.8% | $11,407-39.0% |