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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 | $112,017 | $115,810-3.3% | $101,271+10.6% | $158,966-29.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.40% | 56.15%-31.7pp | 46.48%-22.1pp | 302.95%-278.5pp |
| Employer contribution / active EE | $2,399 | $4,175-42.5% | $3,660-34.5% | $4,762-49.6% |
| Participant deferral / active EE | $5,520 | $4,958+11.3% | $4,371+26.3% | $5,983-7.7% |
| Admin fee / account holder | $8,604 | $7,248+18.7% | $5,948+44.7% | $11,250-23.5% |