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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 | $135,454 | $209,422-35.3% | $178,503-24.1% | $158,982-14.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.40% | 188.81%-163.4pp | 151.12%-125.7pp | 302.99%-277.6pp |
| Employer contribution / active EE | $1,916 | $5,707-66.4% | $5,011-61.8% | $4,763-59.8% |
| Participant deferral / active EE | $7,998 | $5,955+34.3% | $5,202+53.7% | $5,983+33.7% |
| Admin fee / account holder | $991 | $17,079-94.2% | $13,987-92.9% | $11,252-91.2% |