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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 | $178,587 | $114,119+56.5% | $107,187+66.6% | $138,895+28.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.93% | 273.21%-254.3pp | 204.55%-185.6pp | 145.39%-126.5pp |
| Employer contribution / active EE | $2,462 | $4,059-39.3% | $3,782-34.9% | $4,194-41.3% |
| Participant deferral / active EE | $5,832 | $5,538+5.3% | $5,096+14.4% | $6,396-8.8% |
| Admin fee / account holder | $3,474 | $10,024-65.3% | $9,162-62.1% | $12,562-72.3% |