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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 | $146,397 | $111,787+31.0% | $93,681+56.3% | $145,978+0.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.94% | 203.52%-195.6pp | 133.47%-125.5pp | 550.52%-542.6pp |
| Employer contribution / active EE | $2,120 | $3,093-31.5% | $2,422-12.5% | $4,662-54.5% |
| Participant deferral / active EE | $10,593 | $4,918+115.4% | $4,415+139.9% | $6,690+58.3% |
| Admin fee / account holder | $1,309 | $10,256-87.2% | $8,290-84.2% | $13,400-90.2% |