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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 | $12,016 | $88,702-86.5% | $81,780-85.3% | $145,978-91.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.38% | 1029.12%-1016.7pp | 776.27%-763.9pp | 550.52%-538.1pp |
| Employer contribution / active EE | $3,057 | $3,084-0.9% | $2,914+4.9% | $4,662-34.4% |
| Participant deferral / active EE | $5,471 | $4,645+17.8% | $4,321+26.6% | $6,690-18.2% |
| Admin fee / account holder | $8,869 | $8,414+5.4% | $7,384+20.1% | $13,400-33.8% |