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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 | $181,211 | $157,296+15.2% | $141,191+28.3% | $152,897+18.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.50% | 64.34%-46.8pp | 71.41%-53.9pp | 345.43%-327.9pp |
| Employer contribution / active EE | $1,741 | $5,262-66.9% | $4,736-63.2% | $4,764-63.5% |
| Participant deferral / active EE | $11,528 | $7,111+62.1% | $6,710+71.8% | $5,851+97.0% |
| Admin fee / account holder | $22,400 | $12,125+84.7% | $10,264+118.2% | $11,599+93.1% |