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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 | $139,356 | $102,638+35.8% | $81,991+70.0% | $158,966-12.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 10.23% | 61.05%-50.8pp | 41.31%-31.1pp | 302.95%-292.7pp |
| Employer contribution / active EE | $1,962 | $3,241-39.5% | $2,498-21.5% | $4,762-58.8% |
| Participant deferral / active EE | $6,995 | $4,649+50.5% | $3,722+87.9% | $5,983+16.9% |
| Admin fee / account holder | $4,808 | $8,237-41.6% | $5,665-15.1% | $11,250-57.3% |