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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 | $175,226 | $129,737+35.1% | $119,126+47.1% | $154,746+13.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.38% | 379.08%-368.7pp | 282.11%-271.7pp | 172.34%-162.0pp |
| Employer contribution / active EE | $1,563 | $4,375-64.3% | $4,034-61.3% | $4,379-64.3% |
| Participant deferral / active EE | $15,661 | $5,842+168.1% | $5,318+194.5% | $6,730+132.7% |
| Admin fee / account holder | $4,434 | $11,961-62.9% | $10,693-58.5% | $14,365-69.1% |