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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 | $126,755 | $112,935+12.2% | $90,970+39.3% | $158,966-20.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.29% | 215.79%-196.5pp | 134.58%-115.3pp | 302.95%-283.7pp |
| Employer contribution / active EE | $1,882 | $2,895-35.0% | $2,122-11.3% | $4,762-60.5% |
| Participant deferral / active EE | $2,531 | $4,129-38.7% | $3,373-25.0% | $5,983-57.7% |
| Admin fee / account holder | $2,075 | $8,045-74.2% | $5,960-65.2% | $11,250-81.6% |