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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 | $125,757 | $183,516-31.5% | $155,534-19.1% | $145,884-13.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.04% | 61.43%-49.4pp | 64.92%-52.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $2,315 | $5,315-56.4% | $4,675-50.5% | $4,662-50.3% |
| Participant deferral / active EE | $11,623 | $6,467+79.7% | $5,630+106.4% | $6,690+73.7% |
| Admin fee / account holder | $6,936 | $19,293-64.0% | $15,900-56.4% | $13,392-48.2% |