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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 | $139,844 | $157,304-11.1% | $141,197-1.0% | $152,909-8.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.13% | 64.34%-47.2pp | 71.41%-54.3pp | 345.46%-328.3pp |
| Employer contribution / active EE | $2,578 | $5,263-51.0% | $4,736-45.6% | $4,764-45.9% |
| Participant deferral / active EE | $7,918 | $7,111+11.3% | $6,710+18.0% | $5,851+35.3% |
| Admin fee / account holder | $701 | $12,126-94.2% | $10,265-93.2% | $11,601-94.0% |