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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 | $157,935 | $107,941+46.3% | $91,994+71.7% | $152,909+3.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 17.12% | 89.28%-72.2pp | 69.04%-51.9pp | 345.46%-328.3pp |
| Employer contribution / active EE | $2,729 | $4,212-35.2% | $3,453-21.0% | $4,764-42.7% |
| Participant deferral / active EE | $6,938 | $6,366+9.0% | $5,924+17.1% | $5,851+18.6% |
| Admin fee / account holder | $3,111 | $10,521-70.4% | $7,744-59.8% | $11,601-73.2% |