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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 | $174,318 | $198,462-12.2% | $170,439+2.3% | $147,585+18.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.17% | 257.30%-244.1pp | 205.94%-192.8pp | 578.58%-565.4pp |
| Employer contribution / active EE | $3,730 | $6,184-39.7% | $5,433-31.3% | $4,876-23.5% |
| Participant deferral / active EE | $6,178 | $5,629+9.7% | $4,939+25.1% | $5,439+13.6% |
| Admin fee / account holder | $3,875 | $16,852-77.0% | $13,881-72.1% | $10,886-64.4% |