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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 | $246,383 | $157,276+56.7% | $141,177+74.5% | $152,885+61.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.69% | 64.33%-38.6pp | 71.40%-45.7pp | 345.39%-319.7pp |
| Employer contribution / active EE | $1,505 | $5,262-71.4% | $4,736-68.2% | $4,763-68.4% |
| Participant deferral / active EE | $12,333 | $7,110+73.5% | $6,710+83.8% | $5,851+110.8% |
| Admin fee / account holder | $636 | $12,123-94.8% | $10,263-93.8% | $11,598-94.5% |