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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 | $53,979 | $157,276-65.7% | $141,177-61.8% | $152,885-64.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.10% | 64.33%-44.2pp | 71.40%-51.3pp | 345.39%-325.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,553 | $7,110+6.2% | $6,710+12.6% | $5,851+29.1% |
| Admin fee / account holder | $9,266 | $12,123-23.6% | $10,263-9.7% | $11,598-20.1% |