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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 | $141,825 | $157,276-9.8% | $141,177+0.5% | $152,885-7.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.72% | 64.33%-45.6pp | 71.40%-52.7pp | 345.39%-326.7pp |
| Employer contribution / active EE | $7,332 | $5,262+39.4% | $4,736+54.8% | $4,763+53.9% |
| Participant deferral / active EE | $12,110 | $7,110+70.3% | $6,710+80.5% | $5,851+107.0% |
| Admin fee / account holder | $6,879 | $12,123-43.3% | $10,263-33.0% | $11,598-40.7% |