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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 | $117,058 | $109,904+6.5% | $97,167+20.5% | $145,959-19.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.23% | 243.43%-230.2pp | 75.27%-62.0pp | 561.95%-548.7pp |
| Employer contribution / active EE | $4,375 | $3,084+41.8% | $2,729+60.3% | $4,661-6.1% |
| Participant deferral / active EE | $14,500 | $4,676+210.1% | $4,264+240.1% | $6,689+116.8% |
| Admin fee / account holder | $878 | $6,216-85.9% | $5,650-84.5% | $13,398-93.4% |