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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 | $140,723 | $114,013+23.4% | $103,693+35.7% | $155,188-9.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 16.61% | 49.31%-32.7pp | 47.61%-31.0pp | 148.84%-132.2pp |
| Employer contribution / active EE | $4,100 | $3,131+30.9% | $2,920+40.4% | $4,248-3.5% |
| Participant deferral / active EE | $9,790 | $4,970+97.0% | $4,579+113.8% | $6,531+49.9% |
| Admin fee / account holder | $4,274 | $8,407-49.2% | $7,858-45.6% | $14,480-70.5% |