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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 | $123,737 | $196,972-37.2% | $182,262-32.1% | $198,609-37.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.97% | 158.27%-138.3pp | 140.60%-120.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $3,853 | $5,364-28.2% | $5,046-23.6% | $5,055-23.8% |
| Participant deferral / active EE | $11,672 | $8,643+35.0% | $8,276+41.0% | $6,977+67.3% |
| Admin fee / account holder | $722 | $18,429-96.1% | $16,712-95.7% | $19,030-96.2% |