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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 | $183,229 | $217,432-15.7% | $185,851-1.4% | $167,553+9.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.64% | 148.43%-133.8pp | 122.11%-107.5pp | 478.89%-464.2pp |
| Employer contribution / active EE | $7,275 | $5,874+23.8% | $5,168+40.8% | $4,840+50.3% |
| Participant deferral / active EE | $2,754 | $6,357-56.7% | $5,569-50.6% | $6,343-56.6% |
| Admin fee / account holder | $8,137 | $19,820-58.9% | $16,245-49.9% | $12,316-33.9% |