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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 | $173,435 | $157,276+10.3% | $141,177+22.8% | $152,885+13.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.20% | 64.33%-39.1pp | 71.40%-46.2pp | 345.39%-320.2pp |
| Employer contribution / active EE | $2,161 | $5,262-58.9% | $4,736-54.4% | $4,763-54.6% |
| Participant deferral / active EE | $4,689 | $7,110-34.1% | $6,710-30.1% | $5,851-19.9% |
| Admin fee / account holder | $1,068 | $12,123-91.2% | $10,263-89.6% | $11,598-90.8% |