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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 | $111,292 | $107,353+3.7% | $92,903+19.8% | $152,885-27.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.88% | 145.62%-125.7pp | 109.43%-89.6pp | 345.39%-325.5pp |
| Employer contribution / active EE | $1,372 | $4,222-67.5% | $3,653-62.5% | $4,763-71.2% |
| Participant deferral / active EE | $3,171 | $4,848-34.6% | $4,238-25.2% | $5,851-45.8% |
| Admin fee / account holder | $1,122 | $7,081-84.2% | $5,795-80.6% | $11,598-90.3% |