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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 | $191,566 | $225,673-15.1% | $203,872-6.0% | $155,188+23.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 8.97% | 95.91%-86.9pp | 85.11%-76.1pp | 148.84%-139.9pp |
| Employer contribution / active EE | $6,450 | $4,099+57.4% | $3,757+71.7% | $4,248+51.8% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,202 | $12,327-57.8% | $11,730-55.7% | $14,480-64.1% |