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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 | $128,289 | $176,105-27.2% | $159,474-19.6% | $167,536-23.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.17% | 331.91%-308.7pp | 263.68%-240.5pp | 478.82%-455.6pp |
| Employer contribution / active EE | $5,519 | $5,299+4.2% | $4,831+14.3% | $4,839+14.1% |
| Participant deferral / active EE | $14,443 | $7,751+86.3% | $7,353+96.4% | $6,342+127.7% |
| Admin fee / account holder | $939 | $12,559-92.5% | $10,802-91.3% | $12,315-92.4% |