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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 | $72,640 | $209,425-65.3% | $178,499-59.3% | $158,966-54.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.63% | 188.80%-172.2pp | 151.10%-134.5pp | 302.95%-286.3pp |
| Employer contribution / active EE | $2,083 | $5,707-63.5% | $5,011-58.4% | $4,762-56.3% |
| Participant deferral / active EE | $9,750 | $5,955+63.7% | $5,202+87.4% | $5,983+63.0% |
| Admin fee / account holder | $1,378 | $17,078-91.9% | $13,986-90.1% | $11,250-87.8% |