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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 | $126,923 | $103,000+23.2% | $90,300+40.6% | $152,885-17.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.68% | 95.19%-72.5pp | 78.11%-55.4pp | 345.39%-322.7pp |
| Employer contribution / active EE | $2,903 | $3,138-7.5% | $2,854+1.7% | $4,763-39.1% |
| Participant deferral / active EE | $4,900 | $4,281+14.5% | $3,884+26.2% | $5,851-16.2% |
| Admin fee / account holder | $6,107 | $6,173-1.1% | $5,353+14.1% | $11,598-47.3% |