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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 | $198,297 | $209,425-5.3% | $178,499+11.1% | $158,966+24.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.39% | 188.80%-175.4pp | 151.10%-137.7pp | 302.95%-289.6pp |
| Employer contribution / active EE | $3,496 | $5,707-38.8% | $5,011-30.2% | $4,762-26.6% |
| Participant deferral / active EE | $4,859 | $5,955-18.4% | $5,202-6.6% | $5,983-18.8% |
| Admin fee / account holder | $2,507 | $17,078-85.3% | $13,986-82.1% | $11,250-77.7% |