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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 | $133,496 | $157,296-15.1% | $141,191-5.5% | $152,897-12.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.46% | 64.34%-45.9pp | 71.41%-53.0pp | 345.43%-327.0pp |
| Employer contribution / active EE | $991 | $5,262-81.2% | $4,736-79.1% | $4,764-79.2% |
| Participant deferral / active EE | $2,922 | $7,111-58.9% | $6,710-56.5% | $5,851-50.1% |
| Admin fee / account holder | $1,136 | $12,125-90.6% | $10,264-88.9% | $11,599-90.2% |