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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 | $58,304 | $209,425-72.2% | $178,499-67.3% | $158,966-63.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.96% | 188.80%-176.8pp | 151.10%-139.1pp | 302.95%-291.0pp |
| Employer contribution / active EE | $2,380 | $5,707-58.3% | $5,011-52.5% | $4,762-50.0% |
| Participant deferral / active EE | $3,652 | $5,955-38.7% | $5,202-29.8% | $5,983-39.0% |
| Admin fee / account holder | $1,915 | $17,078-88.8% | $13,986-86.3% | $11,250-83.0% |