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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 | $182,546 | $202,463-9.8% | $169,397+7.8% | $139,487+30.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.74% | 532.64%-514.9pp | 406.23%-388.5pp | 373.84%-356.1pp |
| Employer contribution / active EE | $3,015 | $4,694-35.8% | $4,013-24.9% | $4,755-36.6% |
| Participant deferral / active EE | $7,250 | $6,941+4.5% | $6,223+16.5% | $6,713+8.0% |
| Admin fee / account holder | $13,752 | $10,726+28.2% | $9,017+52.5% | $11,407+20.6% |