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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 | $117,164 | $184,000-36.3% | $162,185-27.8% | $152,909-23.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.51% | 150.80%-129.3pp | 115.61%-94.1pp | 345.46%-324.0pp |
| Employer contribution / active EE | $3,497 | $6,370-45.1% | $5,613-37.7% | $4,764-26.6% |
| Participant deferral / active EE | $9,382 | $8,033+16.8% | $7,297+28.6% | $5,851+60.3% |
| Admin fee / account holder | $780 | $13,124-94.1% | $10,844-92.8% | $11,601-93.3% |