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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 | $170,059 | $148,623+14.4% | $135,974+25.1% | $139,466+21.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.16% | 79.30%-59.1pp | 68.30%-48.1pp | 373.66%-353.5pp |
| Employer contribution / active EE | $3,552 | $5,246-32.3% | $4,859-26.9% | $4,754-25.3% |
| Participant deferral / active EE | $12,501 | $8,103+54.3% | $7,760+61.1% | $6,712+86.3% |
| Admin fee / account holder | $7,705 | $12,406-37.9% | $10,767-28.4% | $11,409-32.5% |