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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 | $84,518 | $162,136-47.9% | $152,301-44.5% | $154,746-45.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.18% | 91.02%-77.8pp | 80.50%-67.3pp | 172.34%-159.2pp |
| Employer contribution / active EE | $5,875 | $4,890+20.1% | $4,624+27.0% | $4,379+34.2% |
| Participant deferral / active EE | $7,386 | $8,341-11.4% | $8,004-7.7% | $6,730+9.7% |
| Admin fee / account holder | $2,046 | $15,759-87.0% | $14,398-85.8% | $14,365-85.8% |