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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 | $147,765 | $202,326-27.0% | $172,745-14.5% | $152,870-3.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.89% | 1029.72%-1005.8pp | 802.90%-779.0pp | 345.34%-321.5pp |
| Employer contribution / active EE | $4,816 | $5,858-17.8% | $5,144-6.4% | $4,763+1.1% |
| Participant deferral / active EE | $3,274 | $5,948-44.9% | $5,197-37.0% | $5,850-44.0% |
| Admin fee / account holder | $999 | $17,110-94.2% | $13,954-92.8% | $11,597-91.4% |