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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 | $99,213 | $217,432-54.4% | $185,851-46.6% | $167,553-40.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 264.09% | 148.43%+115.7pp | 122.11%+142.0pp | 478.89%-214.8pp |
| Employer contribution / active EE | $2,328 | $5,874-60.4% | $5,168-55.0% | $4,840-51.9% |
| Participant deferral / active EE | $5,052 | $6,357-20.5% | $5,569-9.3% | $6,343-20.4% |
| Admin fee / account holder | $7,096 | $19,820-64.2% | $16,245-56.3% | $12,316-42.4% |