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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 | $179,582 | $162,821+10.3% | $133,978+34.0% | $158,982+13.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.26% | 41.95%-31.7pp | 45.10%-34.8pp | 302.99%-292.7pp |
| Employer contribution / active EE | $12,121 | $4,976+143.6% | $3,919+209.3% | $4,763+154.5% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,754 | $11,742+8.6% | $8,930+42.8% | $11,252+13.4% |