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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 | $109,750 | $227,399-51.7% | $189,758-42.2% | $198,609-44.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.47% | 61.03%-42.6pp | 52.62%-34.1pp | 202.70%-184.2pp |
| Employer contribution / active EE | $5,254 | $5,526-4.9% | $4,767+10.2% | $5,055+3.9% |
| Participant deferral / active EE | $9,547 | $6,837+39.6% | $5,856+63.0% | $6,977+36.8% |
| Admin fee / account holder | $5,606 | $25,162-77.7% | $20,388-72.5% | $19,030-70.5% |