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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 | $211,422 | $107,368+96.9% | $92,915+127.5% | $152,909+38.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 15.34% | 145.64%-130.3pp | 109.45%-94.1pp | 345.46%-330.1pp |
| Employer contribution / active EE | $891 | $4,222-78.9% | $3,653-75.6% | $4,764-81.3% |
| Participant deferral / active EE | $9,867 | $4,848+103.5% | $4,238+132.8% | $5,851+68.6% |
| Admin fee / account holder | $1,949 | $7,082-72.5% | $5,796-66.4% | $11,601-83.2% |