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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 | $150,494 | $181,062-16.9% | $158,223-4.9% | $155,188-3.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.06% | 57.39%-46.3pp | 52.09%-41.0pp | 148.84%-137.8pp |
| Employer contribution / active EE | $2,194 | $4,565-51.9% | $4,109-46.6% | $4,248-48.4% |
| Participant deferral / active EE | $2,622 | $6,134-57.3% | $5,467-52.0% | $6,531-59.9% |
| Admin fee / account holder | $8,121 | $18,825-56.9% | $16,047-49.4% | $14,480-43.9% |