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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 | $95,309 | $175,257-45.6% | $149,717-36.3% | $139,456-31.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.29% | 166.70%-149.4pp | 134.41%-117.1pp | 373.45%-356.2pp |
| Employer contribution / active EE | $4,666 | $5,477-14.8% | $4,820-3.2% | $4,753-1.8% |
| Participant deferral / active EE | $2,033 | $6,521-68.8% | $5,682-64.2% | $6,711-69.7% |
| Admin fee / account holder | $2,511 | $16,156-84.5% | $13,213-81.0% | $11,407-78.0% |