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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 | $125,392 | $111,535+12.4% | $105,223+19.2% | $137,256-8.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 76.91% | 237.85%-160.9pp | 180.65%-103.7pp | 220.34%-143.4pp |
| Employer contribution / active EE | $9,961 | $3,939+152.8% | $3,689+170.0% | $4,156+139.7% |
| Participant deferral / active EE | $4,270 | $5,500-22.4% | $5,072-15.8% | $6,407-33.4% |
| Admin fee / account holder | $664 | $9,721-93.2% | $8,859-92.5% | $12,270-94.6% |