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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 | $99,601 | $119,143-16.4% | $88,632+12.4% | $152,909-34.9% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.8%+31.2pp | 82.5%+17.5pp |
| Annual return | 16.71% | 48.12%-31.4pp | 43.75%-27.0pp | 345.46%-328.8pp |
| Employer contribution / active EE | $9,691 | $2,675+262.3% | $2,101+361.3% | $4,764+103.4% |
| Participant deferral / active EE | $4,485 | $3,555+26.2% | $2,917+53.8% | $5,851-23.4% |
| Admin fee / account holder | $633 | $5,875-89.2% | $4,308-85.3% | $11,601-94.5% |