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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 | $105,743 | $157,304-32.8% | $141,197-25.1% | $152,909-30.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.75% | 64.34%-45.6pp | 71.41%-52.7pp | 345.46%-326.7pp |
| Employer contribution / active EE | $5,411 | $5,263+2.8% | $4,736+14.2% | $4,764+13.6% |
| Participant deferral / active EE | $8,160 | $7,111+14.8% | $6,710+21.6% | $5,851+39.5% |
| Admin fee / account holder | $2,348 | $12,126-80.6% | $10,265-77.1% | $11,601-79.8% |