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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 | $116,943 | $183,988-36.4% | $162,177-27.9% | $152,897-23.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.93% | 150.79%-124.9pp | 115.60%-89.7pp | 345.43%-319.5pp |
| Employer contribution / active EE | $3,347 | $6,370-47.5% | $5,613-40.4% | $4,764-29.7% |
| Participant deferral / active EE | $8,696 | $8,032+8.3% | $7,297+19.2% | $5,851+48.6% |
| Admin fee / account holder | $1,508 | $13,123-88.5% | $10,843-86.1% | $11,599-87.0% |