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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 | $106,905+12.2% | $84,020+42.7% | $152,885-21.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 10.17% | 105.00%-94.8pp | 71.31%-61.1pp | 345.39%-335.2pp |
| Employer contribution / active EE | $2,475 | $2,735-9.5% | $1,984+24.8% | $4,763-48.0% |
| Participant deferral / active EE | $4,686 | $4,012+16.8% | $3,239+44.7% | $5,851-19.9% |
| Admin fee / account holder | $7,877 | $8,287-4.9% | $6,101+29.1% | $11,598-32.1% |