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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 | $157,587 | $162,529-3.0% | $130,788+20.5% | $154,746+1.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.41% | 510.48%-495.1pp | 386.44%-371.0pp | 172.34%-156.9pp |
| Employer contribution / active EE | $834 | $4,447-81.3% | $3,558-76.6% | $4,379-81.0% |
| Participant deferral / active EE | $3,335 | $4,808-30.6% | $4,137-19.4% | $6,730-50.4% |
| Admin fee / account holder | $16,083 | $7,669+109.7% | $6,673+141.0% | $14,365+12.0% |