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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 | $164,490 | $157,304+4.6% | $141,197+16.5% | $152,909+7.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.52% | 64.34%-46.8pp | 71.41%-53.9pp | 345.46%-327.9pp |
| Employer contribution / active EE | $2,367 | $5,263-55.0% | $4,736-50.0% | $4,764-50.3% |
| Participant deferral / active EE | $5,775 | $7,111-18.8% | $6,710-13.9% | $5,851-1.3% |
| Admin fee / account holder | $16,022 | $12,126+32.1% | $10,265+56.1% | $11,601+38.1% |