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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 | $124,723 | $166,242-25.0% | $165,071-24.4% | $145,884-14.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.62% | 100.44%-83.8pp | 70.17%-53.6pp | 551.85%-535.2pp |
| Employer contribution / active EE | $3,883 | $5,283-26.5% | $4,347-10.7% | $4,662-16.7% |
| Participant deferral / active EE | $11,755 | $6,964+68.8% | $6,035+94.8% | $6,690+75.7% |
| Admin fee / account holder | $573 | $16,658-96.6% | $12,695-95.5% | $13,392-95.7% |