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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 | $106,573 | $166,268-35.9% | $165,100-35.4% | $145,897-27.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 24.82% | 100.52%-75.7pp | 70.21%-45.4pp | 552.29%-527.5pp |
| Employer contribution / active EE | $6,471 | $5,284+22.5% | $4,348+48.8% | $4,663+38.8% |
| Participant deferral / active EE | $5,396 | $6,964-22.5% | $6,035-10.6% | $6,689-19.3% |
| Admin fee / account holder | $744 | $16,659-95.5% | $12,696-94.1% | $13,390-94.4% |