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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 | $147,721 | $138,076+7.0% | $123,553+19.6% | $135,380+9.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 11.78% | 153.70%-141.9pp | 119.21%-107.4pp | 519.81%-508.0pp |
| Employer contribution / active EE | $2,687 | $5,152-47.9% | $4,628-42.0% | $4,779-43.8% |
| Participant deferral / active EE | $10,215 | $6,800+50.2% | $6,426+59.0% | $5,609+82.1% |
| Admin fee / account holder | $3,727 | $10,917-65.9% | $9,284-59.9% | $10,828-65.6% |