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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 | $146,967 | $103,038+42.6% | $90,324+62.7% | $152,909-3.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.83% | 95.25%-79.4pp | 78.15%-62.3pp | 345.46%-329.6pp |
| Employer contribution / active EE | $5,123 | $3,141+63.1% | $2,856+79.4% | $4,764+7.5% |
| Participant deferral / active EE | $18,804 | $4,282+339.2% | $3,885+384.0% | $5,851+221.4% |
| Admin fee / account holder | $12,914 | $6,177+109.1% | $5,356+141.1% | $11,601+11.3% |