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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 | $171,930 | $157,304+9.3% | $141,197+21.8% | $152,909+12.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.24% | 64.34%-34.1pp | 71.41%-41.2pp | 345.46%-315.2pp |
| Employer contribution / active EE | $2,640 | $5,263-49.8% | $4,736-44.3% | $4,764-44.6% |
| Participant deferral / active EE | $11,054 | $7,111+55.4% | $6,710+64.7% | $5,851+88.9% |
| Admin fee / account holder | $5,389 | $12,126-55.6% | $10,265-47.5% | $11,601-53.5% |