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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 | $111,430 | $99,053+12.5% | $88,179+26.4% | $138,895-19.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 15.75% | 78.17%-62.4pp | 64.97%-49.2pp | 145.39%-129.6pp |
| Employer contribution / active EE | $5,810 | $2,882+101.6% | $2,549+127.9% | $4,194+38.5% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,103 | $8,748-64.5% | $7,673-59.6% | $12,562-75.3% |