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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 | $145,838 | $93,346+56.2% | $71,796+103.1% | $273,972-46.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 17.57% | 130.39%-112.8pp | 78.04%-60.5pp | 41.46%-23.9pp |
| Employer contribution / active EE | $4,610 | $2,733+68.7% | $1,924+139.5% | $4,869-5.3% |
| Participant deferral / active EE | $20,613 | $3,475+493.2% | $2,794+637.6% | $5,287+289.9% |
| Admin fee / account holder | $4,360 | $6,571-33.6% | $4,815-9.5% | $10,133-57.0% |