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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 | $157,189 | $132,634+18.5% | $115,768+35.8% | $137,256+14.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.87% | 160.70%-145.8pp | 100.46%-85.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,616 | $3,360-51.9% | $2,940-45.0% | $4,156-61.1% |
| Participant deferral / active EE | $7,733 | $5,619+37.6% | $4,917+57.3% | $6,407+20.7% |
| Admin fee / account holder | $3,059 | $15,028-79.6% | $12,439-75.4% | $12,270-75.1% |