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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 | $131,197 | $108,911+20.5% | $100,392+30.7% | $145,884-10.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.51% | 58.23%-41.7pp | 49.45%-32.9pp | 551.85%-535.3pp |
| Employer contribution / active EE | $2,727 | $4,420-38.3% | $3,941-30.8% | $4,662-41.5% |
| Participant deferral / active EE | $6,033 | $8,459-28.7% | $8,090-25.4% | $6,690-9.8% |
| Admin fee / account holder | $4,322 | $9,698-55.4% | $7,904-45.3% | $13,392-67.7% |