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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 | $119,900 | $106,923+12.1% | $84,023+42.7% | $152,909-21.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 10.17% | 105.02%-94.8pp | 71.32%-61.2pp | 345.46%-335.3pp |
| Employer contribution / active EE | $2,475 | $2,735-9.5% | $1,984+24.8% | $4,764-48.0% |
| Participant deferral / active EE | $4,686 | $4,013+16.8% | $3,239+44.7% | $5,851-19.9% |
| Admin fee / account holder | $7,877 | $8,289-5.0% | $6,102+29.1% | $11,601-32.1% |