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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 | $97,472 | $183,516-46.9% | $155,534-37.3% | $145,884-33.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.52% | 61.43%-38.9pp | 64.92%-42.4pp | 551.85%-529.3pp |
| Employer contribution / active EE | $2,567 | $5,315-51.7% | $4,675-45.1% | $4,662-44.9% |
| Participant deferral / active EE | $2,490 | $6,467-61.5% | $5,630-55.8% | $6,690-62.8% |
| Admin fee / account holder | $2,527 | $19,293-86.9% | $15,900-84.1% | $13,392-81.1% |