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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 | $144,110 | $162,136-11.1% | $152,301-5.4% | $154,746-6.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.37% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-155.0pp |
| Employer contribution / active EE | $5,515 | $4,890+12.8% | $4,624+19.3% | $4,379+25.9% |
| Participant deferral / active EE | $10,085 | $8,341+20.9% | $8,004+26.0% | $6,730+49.8% |
| Admin fee / account holder | $4,070 | $15,759-74.2% | $14,398-71.7% | $14,365-71.7% |