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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 | $155,482 | $125,193+24.2% | $105,591+47.2% | $145,978+6.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.32% | 225.53%-212.2pp | 116.43%-103.1pp | 550.52%-537.2pp |
| Employer contribution / active EE | $3,333 | $3,718-10.4% | $3,166+5.3% | $4,662-28.5% |
| Participant deferral / active EE | $5,083 | $5,708-10.9% | $5,008+1.5% | $6,690-24.0% |
| Admin fee / account holder | $3,171 | $17,277-81.6% | $11,024-71.2% | $13,400-76.3% |