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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 | $157,854 | $228,395-30.9% | $185,861-15.1% | $158,982-0.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.32% | 40.82%-25.5pp | 35.96%-20.6pp | 302.99%-287.7pp |
| Employer contribution / active EE | $14,840 | $4,968+198.7% | $4,088+263.0% | $4,763+211.6% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,144 | $11,869-90.4% | $9,503-88.0% | $11,252-89.8% |