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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 | $124,809 | $157,296-20.7% | $141,191-11.6% | $152,897-18.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.06% | 64.34%-36.3pp | 71.41%-43.3pp | 345.43%-317.4pp |
| Employer contribution / active EE | $3,066 | $5,262-41.7% | $4,736-35.3% | $4,764-35.6% |
| Participant deferral / active EE | $7,898 | $7,111+11.1% | $6,710+17.7% | $5,851+35.0% |
| Admin fee / account holder | $23,992 | $12,125+97.9% | $10,264+133.7% | $11,599+106.8% |