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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 | $43,805 | $198,462-77.9% | $170,439-74.3% | $147,585-70.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.59% | 257.30%-239.7pp | 205.94%-188.3pp | 578.58%-561.0pp |
| Employer contribution / active EE | $3,388 | $6,184-45.2% | $5,433-37.6% | $4,876-30.5% |
| Participant deferral / active EE | $4,657 | $5,629-17.3% | $4,939-5.7% | $5,439-14.4% |
| Admin fee / account holder | $804 | $16,852-95.2% | $13,881-94.2% | $10,886-92.6% |