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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 | $181,730 | $226,105-19.6% | $182,540-0.4% | $152,897+18.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 10.01% | 192.58%-182.6pp | 148.58%-138.6pp | 345.43%-335.4pp |
| Employer contribution / active EE | $5,341 | $4,978+7.3% | $4,076+31.0% | $4,764+12.1% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,860 | $10,706-26.6% | $8,593-8.5% | $11,599-32.2% |