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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 | $236,408 | $157,276+50.3% | $141,177+67.5% | $152,885+54.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.05% | 64.33%-39.3pp | 71.40%-46.4pp | 345.39%-320.3pp |
| Employer contribution / active EE | $1,351 | $5,262-74.3% | $4,736-71.5% | $4,763-71.6% |
| Participant deferral / active EE | $12,813 | $7,110+80.2% | $6,710+91.0% | $5,851+119.0% |
| Admin fee / account holder | $702 | $12,123-94.2% | $10,263-93.2% | $11,598-93.9% |