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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 | $229,516 | $217,432+5.6% | $185,849+23.5% | $167,536+37.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.41% | 148.42%-129.0pp | 122.10%-102.7pp | 478.82%-459.4pp |
| Employer contribution / active EE | $1,327 | $5,875-77.4% | $5,169-74.3% | $4,839-72.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6,128 | $19,818-69.1% | $16,244-62.3% | $12,315-50.2% |