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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 | $209,822 | $217,432-3.5% | $185,849+12.9% | $167,536+25.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.04% | 148.42%-133.4pp | 122.10%-107.1pp | 478.82%-463.8pp |
| Employer contribution / active EE | $4,412 | $5,875-24.9% | $5,169-14.6% | $4,839-8.8% |
| Participant deferral / active EE | $5,350 | $6,357-15.8% | $5,569-3.9% | $6,342-15.6% |
| Admin fee / account holder | $1,292 | $19,818-93.5% | $16,244-92.0% | $12,315-89.5% |