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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 | $120,027 | $125,778-4.6% | $114,563+4.8% | $154,746-22.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 11.44% | 295.14%-283.7pp | 241.09%-229.7pp | 172.34%-160.9pp |
| Employer contribution / active EE | $3,439 | $2,806+22.6% | $2,592+32.7% | $4,379-21.5% |
| Participant deferral / active EE | $8,080 | $4,445+81.8% | $4,142+95.1% | $6,730+20.1% |
| Admin fee / account holder | $7,307 | $8,190-10.8% | $7,623-4.1% | $14,365-49.1% |