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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 | $124,078 | $107,941+14.9% | $91,994+34.9% | $152,897-18.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 17.97% | 89.28%-71.3pp | 69.04%-51.1pp | 345.43%-327.5pp |
| Employer contribution / active EE | $4,114 | $4,212-2.3% | $3,453+19.2% | $4,764-13.6% |
| Participant deferral / active EE | $2,302 | $6,366-63.8% | $5,924-61.1% | $5,851-60.7% |
| Admin fee / account holder | $402 | $10,521-96.2% | $7,744-94.8% | $11,599-96.5% |