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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 | $56,537 | $70,366-19.7% | $66,674-15.2% | $138,895-59.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 20.06% | 386.41%-366.4pp | 321.24%-301.2pp | 145.39%-125.3pp |
| Employer contribution / active EE | $2,573 | $2,765-6.9% | $2,620-1.8% | $4,194-38.7% |
| Participant deferral / active EE | $1,623 | $4,374-62.9% | $4,084-60.3% | $6,396-74.6% |
| Admin fee / account holder | $4,913 | $5,262-6.6% | $5,098-3.6% | $12,562-60.9% |