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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 | $182,483 | $112,121+62.8% | $95,960+90.2% | $158,966+14.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.40% | 171.16%-152.8pp | 91.63%-73.2pp | 302.95%-284.6pp |
| Employer contribution / active EE | $2,114 | $3,199-33.9% | $2,541-16.8% | $4,762-55.6% |
| Participant deferral / active EE | $6,054 | $4,784+26.5% | $4,167+45.3% | $5,983+1.2% |
| Admin fee / account holder | $2,393 | $10,135-76.4% | $6,797-64.8% | $11,250-78.7% |