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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 | $192,134 | $157,296+22.1% | $141,191+36.1% | $152,897+25.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.97% | 64.34%-43.4pp | 71.41%-50.4pp | 345.43%-324.5pp |
| Employer contribution / active EE | $1,782 | $5,262-66.1% | $4,736-62.4% | $4,764-62.6% |
| Participant deferral / active EE | $4,138 | $7,111-41.8% | $6,710-38.3% | $5,851-29.3% |
| Admin fee / account holder | $440 | $12,125-96.4% | $10,264-95.7% | $11,599-96.2% |