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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 | $108,810 | $162,136-32.9% | $152,301-28.6% | $154,746-29.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.97% | 91.02%-71.1pp | 80.50%-60.5pp | 172.34%-152.4pp |
| Employer contribution / active EE | $5,385 | $4,890+10.1% | $4,624+16.4% | $4,379+23.0% |
| Participant deferral / active EE | $16,228 | $8,341+94.6% | $8,004+102.8% | $6,730+141.1% |
| Admin fee / account holder | $523 | $15,759-96.7% | $14,398-96.4% | $14,365-96.4% |