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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 | $162,605 | $168,635-3.6% | $147,617+10.2% | $125,389+29.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.60% | 77.65%-77.0pp | 61.98%-61.4pp | 282.24%-281.6pp |
| Employer contribution / active EE | $2,241 | $6,252-64.2% | $5,564-59.7% | $4,866-54.0% |
| Participant deferral / active EE | $5,670 | $5,507+3.0% | $4,895+15.8% | $5,352+6.0% |
| Admin fee / account holder | $1,194 | $13,580-91.2% | $11,612-89.7% | $9,541-87.5% |