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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 | $110,840 | $102,385+8.3% | $147,080-24.6% | $80,935+36.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 21.03% | 135.09%-114.1pp | 420.17%-399.1pp | 35.66%-14.6pp |
| Employer contribution / active EE | $3,645 | $3,717-1.9% | $4,933-26.1% | $2,757+32.2% |
| Participant deferral / active EE | $11,216 | $6,651+68.6% | $8,066+39.0% | $4,299+160.9% |
| Admin fee / account holder | $1,674 | $7,951-78.9% | $12,989-87.1% | $6,924-75.8% |