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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 | $148,777 | $185,312-19.7% | $161,489-7.9% | $154,746-3.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.61% | 103.84%-86.2pp | 89.72%-72.1pp | 172.34%-154.7pp |
| Employer contribution / active EE | $6,427 | $4,769+34.8% | $4,268+50.6% | $4,379+46.8% |
| Participant deferral / active EE | $2,067 | $6,350-67.4% | $5,630-63.3% | $6,730-69.3% |
| Admin fee / account holder | $1,181 | $18,654-93.7% | $16,006-92.6% | $14,365-91.8% |