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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 | $128,848 | $121,656+5.9% | $104,614+23.2% | $158,950-18.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 27.35% | 465.51%-438.2pp | 340.56%-313.2pp | 302.91%-275.6pp |
| Employer contribution / active EE | $3,474 | $3,164+9.8% | $2,681+29.6% | $4,762-27.0% |
| Participant deferral / active EE | $933 | $4,177-77.7% | $3,739-75.0% | $5,983-84.4% |
| Admin fee / account holder | $3,981 | $7,775-48.8% | $6,464-38.4% | $11,248-64.6% |