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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 | $160,816 | $209,428-23.2% | $178,498-9.9% | $158,950+1.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.15% | 188.78%-166.6pp | 151.09%-128.9pp | 302.91%-280.8pp |
| Employer contribution / active EE | $2,023 | $5,707-64.5% | $5,011-59.6% | $4,762-57.5% |
| Participant deferral / active EE | $6,044 | $5,955+1.5% | $5,202+16.2% | $5,983+1.0% |
| Admin fee / account holder | $6,572 | $17,077-61.5% | $13,985-53.0% | $11,248-41.6% |