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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 | $149,617 | $99,053+51.0% | $88,179+69.7% | $138,895+7.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 14.40% | 78.17%-63.8pp | 64.97%-50.6pp | 145.39%-131.0pp |
| Employer contribution / active EE | $3,489 | $2,882+21.1% | $2,549+36.9% | $4,194-16.8% |
| Participant deferral / active EE | $10,718 | $5,225+105.1% | $4,614+132.3% | $6,396+67.6% |
| Admin fee / account holder | $1,338 | $8,748-84.7% | $7,673-82.6% | $12,562-89.4% |