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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 | $113,005 | $112,131+0.8% | $95,964+17.8% | $158,982-28.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.24% | 171.19%-158.9pp | 91.64%-79.4pp | 302.99%-290.7pp |
| Employer contribution / active EE | $1,962 | $3,199-38.7% | $2,541-22.8% | $4,763-58.8% |
| Participant deferral / active EE | $3,436 | $4,784-28.2% | $4,167-17.5% | $5,983-42.6% |
| Admin fee / account holder | $8,171 | $10,136-19.4% | $6,797+20.2% | $11,252-27.4% |