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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 | $158,657 | $198,457-20.1% | $170,435-6.9% | $147,586+7.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.88% | 257.30%-234.4pp | 205.94%-183.1pp | 578.59%-555.7pp |
| Employer contribution / active EE | $5,414 | $6,183-12.4% | $5,432-0.3% | $4,876+11.0% |
| Participant deferral / active EE | $9,150 | $5,629+62.5% | $4,939+85.3% | $5,439+68.2% |
| Admin fee / account holder | $1,669 | $16,852-90.1% | $13,881-88.0% | $10,886-84.7% |