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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 | $34,000 | $209,428-83.8% | $178,498-81.0% | $158,950-78.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.10% | 188.78%-171.7pp | 151.09%-134.0pp | 302.91%-285.8pp |
| Employer contribution / active EE | $1,370 | $5,707-76.0% | $5,011-72.7% | $4,762-71.2% |
| Participant deferral / active EE | $8,026 | $5,955+34.8% | $5,202+54.3% | $5,983+34.1% |
| Admin fee / account holder | $4,005 | $17,077-76.5% | $13,985-71.4% | $11,248-64.4% |