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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 | $147,116 | $196,972-25.3% | $182,262-19.3% | $198,609-25.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.67% | 158.27%-147.6pp | 140.60%-129.9pp | 202.70%-192.0pp |
| Employer contribution / active EE | $2,451 | $5,364-54.3% | $5,046-51.4% | $5,055-51.5% |
| Participant deferral / active EE | $9,485 | $8,643+9.8% | $8,276+14.6% | $6,977+36.0% |
| Admin fee / account holder | $6,868 | $18,429-62.7% | $16,712-58.9% | $19,030-63.9% |