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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 | $131,049 | $157,276-16.7% | $141,177-7.2% | $152,885-14.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.88% | 64.33%-45.5pp | 71.40%-52.5pp | 345.39%-326.5pp |
| Employer contribution / active EE | $3,125 | $5,262-40.6% | $4,736-34.0% | $4,763-34.4% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,316 | $12,123-89.1% | $10,263-87.2% | $11,598-88.7% |