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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 | $130,946 | $165,381-20.8% | $149,730-12.5% | $158,966-17.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.95% | 348.29%-324.3pp | 276.70%-252.7pp | 302.95%-279.0pp |
| Employer contribution / active EE | $2,949 | $5,104-42.2% | $4,645-36.5% | $4,762-38.1% |
| Participant deferral / active EE | $12,096 | $7,182+68.4% | $6,843+76.8% | $5,983+102.2% |
| Admin fee / account holder | $6,682 | $10,809-38.2% | $9,310-28.2% | $11,250-40.6% |