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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 | $152,917 | $175,231-12.7% | $149,696+2.2% | $139,466+9.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.60% | 166.77%-146.2pp | 134.46%-113.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $3,770 | $5,478-31.2% | $4,821-21.8% | $4,754-20.7% |
| Participant deferral / active EE | $6,525 | $6,521+0.1% | $5,682+14.8% | $6,712-2.8% |
| Admin fee / account holder | $1,808 | $16,155-88.8% | $13,212-86.3% | $11,409-84.2% |