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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 | $179,538 | $176,105+1.9% | $159,474+12.6% | $167,536+7.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.93% | 331.91%-321.0pp | 263.68%-252.8pp | 478.82%-467.9pp |
| Employer contribution / active EE | $1,881 | $5,299-64.5% | $4,831-61.1% | $4,839-61.1% |
| Participant deferral / active EE | $11,897 | $7,751+53.5% | $7,353+61.8% | $6,342+87.6% |
| Admin fee / account holder | $8,580 | $12,559-31.7% | $10,802-20.6% | $12,315-30.3% |