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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 | $125,773 | $155,555-19.1% | $146,866-14.4% | $155,188-19.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.93% | 115.41%-98.5pp | 102.85%-85.9pp | 148.84%-131.9pp |
| Employer contribution / active EE | $7,013 | $4,647+50.9% | $4,425+58.5% | $4,248+65.1% |
| Participant deferral / active EE | $3,901 | $8,044-51.5% | $7,759-49.7% | $6,531-40.3% |
| Admin fee / account holder | $674 | $14,755-95.4% | $13,620-95.1% | $14,480-95.3% |