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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 | $194,266 | $209,425-7.2% | $178,499+8.8% | $158,966+22.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.33% | 188.80%-175.5pp | 151.10%-137.8pp | 302.95%-289.6pp |
| Employer contribution / active EE | $1,552 | $5,707-72.8% | $5,011-69.0% | $4,762-67.4% |
| Participant deferral / active EE | $9,300 | $5,955+56.2% | $5,202+78.8% | $5,983+55.4% |
| Admin fee / account holder | $803 | $17,078-95.3% | $13,986-94.3% | $11,250-92.9% |