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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 | $120,020 | $157,304-23.7% | $141,197-15.0% | $152,909-21.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.53% | 64.34%-43.8pp | 71.41%-50.9pp | 345.46%-324.9pp |
| Employer contribution / active EE | $7,615 | $5,263+44.7% | $4,736+60.8% | $4,764+59.8% |
| Participant deferral / active EE | $3,465 | $7,111-51.3% | $6,710-48.4% | $5,851-40.8% |
| Admin fee / account holder | $1,686 | $12,126-86.1% | $10,265-83.6% | $11,601-85.5% |