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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 | $141,685 | $209,428-32.3% | $178,498-20.6% | $158,950-10.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.35% | 188.78%-176.4pp | 151.09%-138.7pp | 302.91%-290.6pp |
| Employer contribution / active EE | $5,376 | $5,707-5.8% | $5,011+7.3% | $4,762+12.9% |
| Participant deferral / active EE | $16,667 | $5,955+179.9% | $5,202+220.4% | $5,983+178.6% |
| Admin fee / account holder | $1,119 | $17,077-93.4% | $13,985-92.0% | $11,248-90.1% |