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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 | $135,586 | $125,237+8.3% | $105,608+28.4% | $145,877-7.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.40% | 225.76%-207.4pp | 116.50%-98.1pp | 551.28%-532.9pp |
| Employer contribution / active EE | $1,854 | $3,720-50.2% | $3,167-41.5% | $4,663-60.2% |
| Participant deferral / active EE | $4,246 | $5,711-25.7% | $5,010-15.2% | $6,691-36.5% |
| Admin fee / account holder | $576 | $17,287-96.7% | $11,028-94.8% | $13,402-95.7% |