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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 | $150,627 | $196,972-23.5% | $182,262-17.4% | $198,609-24.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.46% | 158.27%-142.8pp | 140.60%-125.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $10,450 | $5,364+94.8% | $5,046+107.1% | $5,055+106.7% |
| Participant deferral / active EE | $9,561 | $8,643+10.6% | $8,276+15.5% | $6,977+37.0% |
| Admin fee / account holder | $2,332 | $18,429-87.3% | $16,712-86.0% | $19,030-87.7% |