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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 | $122,213 | $107,368+13.8% | $92,915+31.5% | $152,909-20.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 15.26% | 145.64%-130.4pp | 109.45%-94.2pp | 345.46%-330.2pp |
| Employer contribution / active EE | $3,429 | $4,222-18.8% | $3,653-6.2% | $4,764-28.0% |
| Participant deferral / active EE | $4,603 | $4,848-5.0% | $4,238+8.6% | $5,851-21.3% |
| Admin fee / account holder | $15,580 | $7,082+120.0% | $5,796+168.8% | $11,601+34.3% |