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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 | $141,776 | $183,516-22.7% | $155,534-8.8% | $145,884-2.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.12% | 61.43%-46.3pp | 64.92%-49.8pp | 551.85%-536.7pp |
| Employer contribution / active EE | $8,127 | $5,315+52.9% | $4,675+73.8% | $4,662+74.3% |
| Participant deferral / active EE | $19,400 | $6,467+200.0% | $5,630+244.6% | $6,690+190.0% |
| Admin fee / account holder | $738 | $19,293-96.2% | $15,900-95.4% | $13,392-94.5% |