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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 | $135,942 | $157,304-13.6% | $141,197-3.7% | $152,909-11.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.56% | 64.34%-39.8pp | 71.41%-46.9pp | 345.46%-320.9pp |
| Employer contribution / active EE | $6,875 | $5,263+30.6% | $4,736+45.2% | $4,764+44.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,077 | $12,126-91.1% | $10,265-89.5% | $11,601-90.7% |