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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 | $182,687 | $114,119+60.1% | $107,187+70.4% | $138,895+31.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.08% | 273.21%-259.1pp | 204.55%-190.5pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,470 | $4,059-63.8% | $3,782-61.1% | $4,194-65.0% |
| Participant deferral / active EE | $3,290 | $5,538-40.6% | $5,096-35.4% | $6,396-48.6% |
| Admin fee / account holder | $1,492 | $10,024-85.1% | $9,162-83.7% | $12,562-88.1% |