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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 | $143,533 | $123,412+16.3% | $69,460+106.6% | $145,978-1.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 9.57% | 191.25%-181.7pp | 100.80%-91.2pp | 550.52%-540.9pp |
| Employer contribution / active EE | $2,407 | $2,684-10.3% | $1,714+40.4% | $4,662-48.4% |
| Participant deferral / active EE | $9,685 | $4,240+128.4% | $2,890+235.2% | $6,690+44.8% |
| Admin fee / account holder | $2,506 | $7,816-67.9% | $4,695-46.6% | $13,400-81.3% |