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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 | $93,167 | $81,643+14.1% | $70,462+32.2% | $158,950-41.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 7.16% | 208.51%-201.4pp | 109.08%-101.9pp | 302.91%-295.8pp |
| Employer contribution / active EE | $3,155 | $3,218-2.0% | $2,737+15.3% | $4,762-33.7% |
| Participant deferral / active EE | $3,309 | $4,555-27.4% | $3,710-10.8% | $5,983-44.7% |
| Admin fee / account holder | $10,570 | $6,194+70.7% | $3,845+174.9% | $11,248-6.0% |