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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 | $90,163 | $176,120-48.8% | $159,487-43.5% | $167,553-46.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.72% | 331.95%-316.2pp | 263.71%-248.0pp | 478.89%-463.2pp |
| Employer contribution / active EE | $4,562 | $5,299-13.9% | $4,831-5.6% | $4,840-5.7% |
| Participant deferral / active EE | $11,878 | $7,752+53.2% | $7,354+61.5% | $6,343+87.3% |
| Admin fee / account holder | $637 | $12,561-94.9% | $10,804-94.1% | $12,316-94.8% |