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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 | $147,826 | $81,664+81.0% | $70,476+109.8% | $158,966-7.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.42% | 208.59%-190.2pp | 109.12%-90.7pp | 302.95%-284.5pp |
| Employer contribution / active EE | $8,571 | $3,219+166.3% | $2,738+213.0% | $4,762+80.0% |
| Participant deferral / active EE | $5,101 | $4,556+12.0% | $3,710+37.5% | $5,983-14.7% |
| Admin fee / account holder | $1,635 | $6,197-73.6% | $3,847-57.5% | $11,250-85.5% |