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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 | $158,594 | $175,231-9.5% | $149,696+5.9% | $139,466+13.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.98% | 166.77%-151.8pp | 134.46%-119.5pp | 373.66%-358.7pp |
| Employer contribution / active EE | $3,746 | $5,478-31.6% | $4,821-22.3% | $4,754-21.2% |
| Participant deferral / active EE | $6,267 | $6,521-3.9% | $5,682+10.3% | $6,712-6.6% |
| Admin fee / account holder | $1,271 | $16,155-92.1% | $13,212-90.4% | $11,409-88.9% |