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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 | $166,852 | $217,432-23.3% | $185,849-10.2% | $167,536-0.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.87% | 148.42%-131.5pp | 122.10%-105.2pp | 478.82%-461.9pp |
| Employer contribution / active EE | $3,790 | $5,875-35.5% | $5,169-26.7% | $4,839-21.7% |
| Participant deferral / active EE | $8,683 | $6,357+36.6% | $5,569+55.9% | $6,342+36.9% |
| Admin fee / account holder | $7,141 | $19,818-64.0% | $16,244-56.0% | $12,315-42.0% |