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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 | $56,806 | $142,354-60.1% | $125,529-54.7% | $155,188-63.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 16.84% | 306.06%-289.2pp | 202.56%-185.7pp | 148.84%-132.0pp |
| Employer contribution / active EE | $9,170 | $3,501+161.9% | $3,058+199.9% | $4,248+115.9% |
| Participant deferral / active EE | $7,688 | $5,491+40.0% | $4,813+59.8% | $6,531+17.7% |
| Admin fee / account holder | $1,603 | $19,392-91.7% | $16,298-90.2% | $14,480-88.9% |