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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 | $169,860 | $100,073+69.7% | $85,126+99.5% | $145,877+16.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.57% | 84.11%-71.5pp | 66.63%-54.1pp | 551.28%-538.7pp |
| Employer contribution / active EE | $2,902 | $3,236-10.3% | $2,731+6.3% | $4,663-37.8% |
| Participant deferral / active EE | $1,500 | $5,294-71.7% | $4,523-66.8% | $6,691-77.6% |
| Admin fee / account holder | $6,279 | $7,261-13.5% | $6,160+1.9% | $13,402-53.1% |