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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 | $151,794 | $157,276-3.5% | $141,177+7.5% | $152,885-0.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.42% | 64.33%-46.9pp | 71.40%-54.0pp | 345.39%-328.0pp |
| Employer contribution / active EE | $2,402 | $5,262-54.3% | $4,736-49.3% | $4,763-49.6% |
| Participant deferral / active EE | $4,757 | $7,110-33.1% | $6,710-29.1% | $5,851-18.7% |
| Admin fee / account holder | $2,523 | $12,123-79.2% | $10,263-75.4% | $11,598-78.2% |