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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 | $122,436 | $175,257-30.1% | $149,717-18.2% | $139,456-12.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 29.05% | 166.70%-137.7pp | 134.41%-105.4pp | 373.45%-344.4pp |
| Employer contribution / active EE | $5,928 | $5,477+8.2% | $4,820+23.0% | $4,753+24.7% |
| Participant deferral / active EE | $6,931 | $6,521+6.3% | $5,682+22.0% | $6,711+3.3% |
| Admin fee / account holder | $6,590 | $16,156-59.2% | $13,213-50.1% | $11,407-42.2% |