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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 | $148,777 | $172,111-13.6% | $150,298-1.0% | $137,256+8.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.61% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $6,427 | $4,636+38.6% | $4,154+54.7% | $4,156+54.6% |
| Participant deferral / active EE | $2,067 | $6,166-66.5% | $5,453-62.1% | $6,407-67.7% |
| Admin fee / account holder | $1,181 | $16,471-92.8% | $14,116-91.6% | $12,270-90.4% |