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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 | $112,702 | $107,363+5.0% | $92,909+21.3% | $152,897-26.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.39% | 145.63%-123.2pp | 109.44%-87.0pp | 345.43%-323.0pp |
| Employer contribution / active EE | $1,919 | $4,222-54.6% | $3,653-47.5% | $4,764-59.7% |
| Participant deferral / active EE | $11,640 | $4,848+140.1% | $4,238+174.7% | $5,851+98.9% |
| Admin fee / account holder | $1,052 | $7,082-85.1% | $5,795-81.9% | $11,599-90.9% |