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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 | $148,040 | $148,629-0.4% | $135,982+8.9% | $139,487+6.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.94% | 79.33%-58.4pp | 68.32%-47.4pp | 373.84%-352.9pp |
| Employer contribution / active EE | $2,948 | $5,247-43.8% | $4,859-39.3% | $4,755-38.0% |
| Participant deferral / active EE | $6,244 | $8,102-22.9% | $7,760-19.5% | $6,713-7.0% |
| Admin fee / account holder | $9,752 | $12,406-21.4% | $10,767-9.4% | $11,407-14.5% |