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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 | $158,112 | $118,877+33.0% | $96,570+63.7% | $167,536-5.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.68% | 50.50%-41.8pp | 37.79%-29.1pp | 478.82%-470.1pp |
| Employer contribution / active EE | $2,473 | $3,121-20.7% | $2,357+4.9% | $4,839-48.9% |
| Participant deferral / active EE | $4,982 | $4,617+7.9% | $3,849+29.4% | $6,342-21.4% |
| Admin fee / account holder | $5,540 | $8,069-31.3% | $6,182-10.4% | $12,315-55.0% |