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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 | $33,258 | $217,432-84.7% | $185,849-82.1% | $167,536-80.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.48% | 148.42%-124.9pp | 122.10%-98.6pp | 478.82%-455.3pp |
| Employer contribution / active EE | $2,192 | $5,875-62.7% | $5,169-57.6% | $4,839-54.7% |
| Participant deferral / active EE | $4,598 | $6,357-27.7% | $5,569-17.4% | $6,342-27.5% |
| Admin fee / account holder | $5,235 | $19,818-73.6% | $16,244-67.8% | $12,315-57.5% |