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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 | $249,198 | $157,296+58.4% | $141,191+76.5% | $152,897+63.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.59% | 64.34%-44.7pp | 71.41%-51.8pp | 345.43%-325.8pp |
| Employer contribution / active EE | $3,241 | $5,262-38.4% | $4,736-31.6% | $4,764-32.0% |
| Participant deferral / active EE | $7,272 | $7,111+2.3% | $6,710+8.4% | $5,851+24.3% |
| Admin fee / account holder | $2,493 | $12,125-79.4% | $10,264-75.7% | $11,599-78.5% |