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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 | $143,328 | $183,539-21.9% | $155,556-7.9% | $145,897-1.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.50% | 61.31%-45.8pp | 64.84%-49.3pp | 552.29%-536.8pp |
| Employer contribution / active EE | $3,954 | $5,315-25.6% | $4,675-15.4% | $4,663-15.2% |
| Participant deferral / active EE | $6,717 | $6,467+3.9% | $5,631+19.3% | $6,689+0.4% |
| Admin fee / account holder | $2,303 | $19,275-88.1% | $15,885-85.5% | $13,390-82.8% |