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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 | $182,033 | $107,368+69.5% | $92,915+95.9% | $152,909+19.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.40% | 145.64%-126.2pp | 109.45%-90.1pp | 345.46%-326.1pp |
| Employer contribution / active EE | $9,844 | $4,222+133.1% | $3,653+169.4% | $4,764+106.6% |
| Participant deferral / active EE | $8,416 | $4,848+73.6% | $4,238+98.6% | $5,851+43.8% |
| Admin fee / account holder | $1,027 | $7,082-85.5% | $5,796-82.3% | $11,601-91.2% |