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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 | $147,436 | $166,242-11.3% | $165,071-10.7% | $145,884+1.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.73% | 100.44%-89.7pp | 70.17%-59.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,535 | $5,283-71.0% | $4,347-64.7% | $4,662-67.1% |
| Participant deferral / active EE | $4,822 | $6,964-30.8% | $6,035-20.1% | $6,690-27.9% |
| Admin fee / account holder | $647 | $16,658-96.1% | $12,695-94.9% | $13,392-95.2% |