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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 | $43,574 | $198,461-78.0% | $170,436-74.4% | $147,585-70.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.01% | 257.30%-242.3pp | 205.94%-190.9pp | 578.57%-563.6pp |
| Employer contribution / active EE | $1,816 | $6,184-70.6% | $5,433-66.6% | $4,876-62.8% |
| Participant deferral / active EE | $3,521 | $5,629-37.5% | $4,939-28.7% | $5,439-35.3% |
| Admin fee / account holder | $9,699 | $16,852-42.4% | $13,880-30.1% | $10,885-10.9% |