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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 | $111,536 | $112,131-0.5% | $95,964+16.2% | $158,982-29.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.08% | 171.19%-158.1pp | 91.64%-78.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $1,467 | $3,199-54.2% | $2,541-42.3% | $4,763-69.2% |
| Participant deferral / active EE | $5,809 | $4,784+21.4% | $4,167+39.4% | $5,983-2.9% |
| Admin fee / account holder | $3,983 | $10,136-60.7% | $6,797-41.4% | $11,252-64.6% |