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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 | $177,037 | $115,796+52.9% | $101,264+74.8% | $158,950+11.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.34% | 56.15%-39.8pp | 46.48%-30.1pp | 302.91%-286.6pp |
| Employer contribution / active EE | $2,909 | $4,175-30.3% | $3,660-20.5% | $4,762-38.9% |
| Participant deferral / active EE | $4,222 | $4,958-14.8% | $4,370-3.4% | $5,983-29.4% |
| Admin fee / account holder | $1,099 | $7,247-84.8% | $5,947-81.5% | $11,248-90.2% |