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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 | $89,442 | $107,368-16.7% | $92,915-3.7% | $152,909-41.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.44% | 145.64%-129.2pp | 109.45%-93.0pp | 345.46%-329.0pp |
| Employer contribution / active EE | $4,235 | $4,222+0.3% | $3,653+15.9% | $4,764-11.1% |
| Participant deferral / active EE | $3,825 | $4,848-21.1% | $4,238-9.8% | $5,851-34.6% |
| Admin fee / account holder | $852 | $7,082-88.0% | $5,796-85.3% | $11,601-92.7% |