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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 | $123,133 | $198,462-38.0% | $170,439-27.8% | $147,585-16.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.02% | 257.30%-242.3pp | 205.94%-190.9pp | 578.58%-563.6pp |
| Employer contribution / active EE | $4,789 | $6,184-22.6% | $5,433-11.8% | $4,876-1.8% |
| Participant deferral / active EE | $4,762 | $5,629-15.4% | $4,939-3.6% | $5,439-12.5% |
| Admin fee / account holder | $2,167 | $16,852-87.1% | $13,881-84.4% | $10,886-80.1% |