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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 | $139,912 | $198,457-29.5% | $170,435-17.9% | $147,586-5.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.48% | 257.30%-247.8pp | 205.94%-196.5pp | 578.59%-569.1pp |
| Employer contribution / active EE | $2,099 | $6,183-66.1% | $5,432-61.4% | $4,876-57.0% |
| Participant deferral / active EE | $8,400 | $5,629+49.2% | $4,939+70.1% | $5,439+54.4% |
| Admin fee / account holder | $959 | $16,852-94.3% | $13,881-93.1% | $10,886-91.2% |