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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 | $144,314 | $155,555-7.2% | $146,866-1.7% | $155,188-7.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.54% | 115.41%-101.9pp | 102.85%-89.3pp | 148.84%-135.3pp |
| Employer contribution / active EE | $25,935 | $4,647+458.1% | $4,425+486.1% | $4,248+510.5% |
| Participant deferral / active EE | $16,750 | $8,044+108.2% | $7,759+115.9% | $6,531+156.5% |
| Admin fee / account holder | $563 | $14,755-96.2% | $13,620-95.9% | $14,480-96.1% |