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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 | $163,911 | $152,587+7.4% | $125,175+30.9% | $152,870+7.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 28.07% | 54.84%-26.8pp | 43.79%-15.7pp | 345.34%-317.3pp |
| Employer contribution / active EE | $4,915 | $4,946-0.6% | $3,865+27.1% | $4,763+3.2% |
| Participant deferral / active EE | $8,250 | $5,868+40.6% | $4,937+67.1% | $5,850+41.0% |
| Admin fee / account holder | $2,314 | $13,434-82.8% | $9,702-76.2% | $11,597-80.0% |