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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 | $32,287 | $169,361-80.9% | $129,397-75.0% | $145,877-77.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.79% | 14395.54%-14382.8pp | 9453.98%-9441.2pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,609 | $5,542-71.0% | $4,154-61.3% | $4,663-65.5% |
| Participant deferral / active EE | $7,306 | $4,987+46.5% | $4,167+75.3% | $6,691+9.2% |
| Admin fee / account holder | $518 | $9,903-94.8% | $7,679-93.3% | $13,402-96.1% |