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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 | $124,588 | $209,336-40.5% | $197,124-36.8% | $137,256-9.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.24% | 48.09%-27.9pp | 44.34%-24.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $4,200 | $6,591-36.3% | $6,227-32.6% | $4,156+1.1% |
| Participant deferral / active EE | $13,063 | $9,614+35.9% | $9,135+43.0% | $6,407+103.9% |
| Admin fee / account holder | $9,009 | $17,308-47.9% | $16,298-44.7% | $12,270-26.6% |