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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 | $154,035 | $209,425-26.4% | $178,499-13.7% | $158,966-3.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.65% | 188.80%-168.1pp | 151.10%-130.5pp | 302.95%-282.3pp |
| Employer contribution / active EE | $1,855 | $5,707-67.5% | $5,011-63.0% | $4,762-61.1% |
| Participant deferral / active EE | $4,052 | $5,955-32.0% | $5,202-22.1% | $5,983-32.3% |
| Admin fee / account holder | $1,618 | $17,078-90.5% | $13,986-88.4% | $11,250-85.6% |