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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 | $181,543 | $152,619+19.0% | $125,195+45.0% | $152,909+18.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.60% | 54.85%-38.2pp | 43.79%-27.2pp | 345.46%-328.9pp |
| Employer contribution / active EE | $1,078 | $4,947-78.2% | $3,866-72.1% | $4,764-77.4% |
| Participant deferral / active EE | $1,785 | $5,869-69.6% | $4,937-63.8% | $5,851-69.5% |
| Admin fee / account holder | $31,736 | $13,437+136.2% | $9,704+227.0% | $11,601+173.6% |