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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 | $152,532 | $183,592-16.9% | $155,574-2.0% | $145,877+4.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.85% | 61.37%-47.5pp | 64.87%-51.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,590 | $5,317-51.3% | $4,676-44.6% | $4,663-44.5% |
| Participant deferral / active EE | $13,226 | $6,466+104.5% | $5,629+134.9% | $6,691+97.7% |
| Admin fee / account holder | $1,311 | $19,316-93.2% | $15,914-91.8% | $13,402-90.2% |