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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 | $157,307 | $217,432-27.7% | $185,849-15.4% | $167,536-6.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.85% | 148.42%-134.6pp | 122.10%-108.2pp | 478.82%-465.0pp |
| Employer contribution / active EE | $2,629 | $5,875-55.3% | $5,169-49.1% | $4,839-45.7% |
| Participant deferral / active EE | $3,625 | $6,357-43.0% | $5,569-34.9% | $6,342-42.8% |
| Admin fee / account holder | $1,925 | $19,818-90.3% | $16,244-88.1% | $12,315-84.4% |