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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 | $144,398 | $115,814+24.7% | $101,275+42.6% | $158,982-9.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.81% | 56.16%-44.3pp | 46.48%-34.7pp | 302.99%-291.2pp |
| Employer contribution / active EE | $3,176 | $4,176-23.9% | $3,660-13.2% | $4,763-33.3% |
| Participant deferral / active EE | $3,944 | $4,958-20.5% | $4,371-9.8% | $5,983-34.1% |
| Admin fee / account holder | $1,870 | $7,249-74.2% | $5,948-68.6% | $11,252-83.4% |