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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 | $148,289 | $125,778+17.9% | $114,563+29.4% | $154,746-4.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 12.10% | 295.14%-283.0pp | 241.09%-229.0pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,128 | $2,806-59.8% | $2,592-56.5% | $4,379-74.2% |
| Participant deferral / active EE | $6,360 | $4,445+43.1% | $4,142+53.5% | $6,730-5.5% |
| Admin fee / account holder | $18,911 | $8,190+130.9% | $7,623+148.1% | $14,365+31.6% |