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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 | $136,318 | $162,136-15.9% | $152,301-10.5% | $154,746-11.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.35% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,256 | $4,890-74.3% | $4,624-72.8% | $4,379-71.3% |
| Participant deferral / active EE | $5,363 | $8,341-35.7% | $8,004-33.0% | $6,730-20.3% |
| Admin fee / account holder | $17,507 | $15,759+11.1% | $14,398+21.6% | $14,365+21.9% |