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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 | $151,751 | $112,935+34.4% | $90,970+66.8% | $158,966-4.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.30% | 215.79%-196.5pp | 134.58%-115.3pp | 302.95%-283.7pp |
| Employer contribution / active EE | $10,545 | $2,895+264.3% | $2,122+396.8% | $4,762+121.4% |
| Participant deferral / active EE | $4,276 | $4,129+3.6% | $3,373+26.8% | $5,983-28.5% |
| Admin fee / account holder | $2,582 | $8,045-67.9% | $5,960-56.7% | $11,250-77.0% |