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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 | $156,568 | $114,013+37.3% | $103,693+51.0% | $155,188+0.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.80% | 49.31%-31.5pp | 47.61%-29.8pp | 148.84%-131.0pp |
| Employer contribution / active EE | $9,838 | $3,131+214.2% | $2,920+236.9% | $4,248+131.6% |
| Participant deferral / active EE | $8,235 | $4,970+65.7% | $4,579+79.8% | $6,531+26.1% |
| Admin fee / account holder | $1,178 | $8,407-86.0% | $7,858-85.0% | $14,480-91.9% |