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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 | $157,270-32.1% | $141,173-24.4% | $152,870-30.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.65% | 64.33%-46.7pp | 71.40%-53.7pp | 345.34%-327.7pp |
| Employer contribution / active EE | $8,324 | $5,261+58.2% | $4,735+75.8% | $4,763+74.8% |
| Participant deferral / active EE | $6,333 | $7,110-10.9% | $6,710-5.6% | $5,850+8.3% |
| Admin fee / account holder | $5,071 | $12,121-58.2% | $10,262-50.6% | $11,597-56.3% |