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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 | $158,347 | $97,125+63.0% | $86,233+83.6% | $137,256+15.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.69% | 74.19%-59.5pp | 61.39%-46.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,515 | $2,841+58.9% | $2,504+80.3% | $4,156+8.6% |
| Participant deferral / active EE | $23,500 | $5,180+353.7% | $4,559+415.5% | $6,407+266.8% |
| Admin fee / account holder | $1,442 | $9,725-85.2% | $8,342-82.7% | $12,270-88.2% |