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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 | $90,326 | $183,988-50.9% | $162,177-44.3% | $152,897-40.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 30.99% | 150.79%-119.8pp | 115.60%-84.6pp | 345.43%-314.4pp |
| Employer contribution / active EE | $7,766 | $6,370+21.9% | $5,613+38.4% | $4,764+63.0% |
| Participant deferral / active EE | $20,501 | $8,032+155.2% | $7,297+181.0% | $5,851+250.4% |
| Admin fee / account holder | $5,550 | $13,123-57.7% | $10,843-48.8% | $11,599-52.1% |