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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 | $178,693 | $209,425-14.7% | $178,499+0.1% | $158,966+12.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.23% | 188.80%-179.6pp | 151.10%-141.9pp | 302.95%-293.7pp |
| Employer contribution / active EE | $2,341 | $5,707-59.0% | $5,011-53.3% | $4,762-50.8% |
| Participant deferral / active EE | $10,764 | $5,955+80.8% | $5,202+106.9% | $5,983+79.9% |
| Admin fee / account holder | $12,953 | $17,078-24.2% | $13,986-7.4% | $11,250+15.1% |