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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 | $35,742 | $175,257-79.6% | $149,717-76.1% | $139,456-74.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.78% | 166.70%-155.9pp | 134.41%-123.6pp | 373.45%-362.7pp |
| Employer contribution / active EE | $2,098 | $5,477-61.7% | $4,820-56.5% | $4,753-55.8% |
| Participant deferral / active EE | $8,927 | $6,521+36.9% | $5,682+57.1% | $6,711+33.0% |
| Admin fee / account holder | $41,756 | $16,156+158.5% | $13,213+216.0% | $11,407+266.1% |