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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 | $164,162 | $217,432-24.5% | $185,849-11.7% | $167,536-2.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.76% | 148.42%-138.7pp | 122.10%-112.3pp | 478.82%-469.1pp |
| Employer contribution / active EE | $8,298 | $5,875+41.3% | $5,169+60.6% | $4,839+71.5% |
| Participant deferral / active EE | $4,868 | $6,357-23.4% | $5,569-12.6% | $6,342-23.2% |
| Admin fee / account holder | $2,415 | $19,818-87.8% | $16,244-85.1% | $12,315-80.4% |