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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 | $112,075 | $175,259-36.1% | $149,723-25.1% | $139,487-19.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.55% | 166.82%-153.3pp | 134.50%-120.9pp | 373.84%-360.3pp |
| Employer contribution / active EE | $4,739 | $5,478-13.5% | $4,821-1.7% | $4,755-0.3% |
| Participant deferral / active EE | $6,200 | $6,522-4.9% | $5,682+9.1% | $6,713-7.6% |
| Admin fee / account holder | $1,628 | $16,158-89.9% | $13,215-87.7% | $11,407-85.7% |