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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 | $156,437 | $115,814+35.1% | $101,275+54.5% | $158,982-1.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.53% | 56.16%-46.6pp | 46.48%-36.9pp | 302.99%-293.5pp |
| Employer contribution / active EE | $3,636 | $4,176-12.9% | $3,660-0.6% | $4,763-23.7% |
| Participant deferral / active EE | $2,082 | $4,958-58.0% | $4,371-52.4% | $5,983-65.2% |
| Admin fee / account holder | $1,144 | $7,249-84.2% | $5,948-80.8% | $11,252-89.8% |