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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 | $106,766 | $157,304-32.1% | $141,197-24.4% | $152,909-30.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.65% | 64.34%-46.7pp | 71.41%-53.8pp | 345.46%-327.8pp |
| Employer contribution / active EE | $8,324 | $5,263+58.2% | $4,736+75.8% | $4,764+74.7% |
| Participant deferral / active EE | $6,333 | $7,111-10.9% | $6,710-5.6% | $5,851+8.2% |
| Admin fee / account holder | $5,071 | $12,126-58.2% | $10,265-50.6% | $11,601-56.3% |