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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 | $140,158 | $107,341+30.6% | $92,897+50.9% | $152,870-8.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.76% | 145.59%-127.8pp | 109.42%-91.7pp | 345.34%-327.6pp |
| Employer contribution / active EE | $2,177 | $4,221-48.4% | $3,653-40.4% | $4,763-54.3% |
| Participant deferral / active EE | $8,600 | $4,847+77.4% | $4,238+102.9% | $5,850+47.0% |
| Admin fee / account holder | $1,218 | $7,080-82.8% | $5,794-79.0% | $11,597-89.5% |