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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 | $176,377 | $115,814+52.3% | $101,275+74.2% | $158,982+10.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.94% | 56.16%-43.2pp | 46.48%-33.5pp | 302.99%-290.0pp |
| Employer contribution / active EE | $2,917 | $4,176-30.1% | $3,660-20.3% | $4,763-38.8% |
| Participant deferral / active EE | $7,205 | $4,958+45.3% | $4,371+64.9% | $5,983+20.4% |
| Admin fee / account holder | $7,833 | $7,249+8.1% | $5,948+31.7% | $11,252-30.4% |