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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 | $194,739 | $157,304+23.8% | $141,197+37.9% | $152,909+27.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.29% | 64.34%-38.1pp | 71.41%-45.1pp | 345.46%-319.2pp |
| Employer contribution / active EE | $3,359 | $5,263-36.2% | $4,736-29.1% | $4,764-29.5% |
| Participant deferral / active EE | $8,370 | $7,111+17.7% | $6,710+24.7% | $5,851+43.0% |
| Admin fee / account holder | $8,872 | $12,126-26.8% | $10,265-13.6% | $11,601-23.5% |