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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 | $148,375 | $162,136-8.5% | $152,301-2.6% | $154,746-4.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.54% | 91.02%-71.5pp | 80.50%-61.0pp | 172.34%-152.8pp |
| Employer contribution / active EE | $6,352 | $4,890+29.9% | $4,624+37.3% | $4,379+45.0% |
| Participant deferral / active EE | $17,899 | $8,341+114.6% | $8,004+123.6% | $6,730+165.9% |
| Admin fee / account holder | $7,260 | $15,759-53.9% | $14,398-49.6% | $14,365-49.5% |