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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 | $201,320 | $157,296+28.0% | $141,191+42.6% | $152,897+31.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.20% | 64.34%-47.1pp | 71.41%-54.2pp | 345.43%-328.2pp |
| Employer contribution / active EE | $4,664 | $5,262-11.4% | $4,736-1.5% | $4,764-2.1% |
| Participant deferral / active EE | $10,386 | $7,111+46.1% | $6,710+54.8% | $5,851+77.5% |
| Admin fee / account holder | $7,596 | $12,125-37.4% | $10,264-26.0% | $11,599-34.5% |