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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 | $164,428 | $127,779+28.7% | $106,551+54.3% | $167,518-1.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 13.80% | 33.87%-20.1pp | 26.80%-13.0pp | 478.71%-464.9pp |
| Employer contribution / active EE | $8,736 | $3,427+154.9% | $2,819+209.9% | $4,838+80.6% |
| Participant deferral / active EE | $4,381 | $5,088-13.9% | $4,398-0.4% | $6,342-30.9% |
| Admin fee / account holder | $5,075 | $11,228-54.8% | $7,408-31.5% | $12,312-58.8% |