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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 | $133,576 | $157,276-15.1% | $141,177-5.4% | $152,885-12.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.72% | 64.33%-42.6pp | 71.40%-49.7pp | 345.39%-323.7pp |
| Employer contribution / active EE | $4,993 | $5,262-5.1% | $4,736+5.4% | $4,763+4.8% |
| Participant deferral / active EE | $5,637 | $7,110-20.7% | $6,710-16.0% | $5,851-3.6% |
| Admin fee / account holder | $1,027 | $12,123-91.5% | $10,263-90.0% | $11,598-91.1% |