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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 | $114,554 | $159,934-28.4% | $147,005-22.1% | $145,959-21.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.39% | 98.24%-85.8pp | 418.76%-406.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $3,117 | $5,287-41.0% | $4,934-36.8% | $4,661-33.1% |
| Participant deferral / active EE | $15,437 | $8,427+83.2% | $8,070+91.3% | $6,689+130.8% |
| Admin fee / account holder | $3,754 | $15,053-75.1% | $13,006-71.1% | $13,398-72.0% |