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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 | $163,007 | $152,592+6.8% | $125,180+30.2% | $152,885+6.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 13.66% | 54.84%-41.2pp | 43.79%-30.1pp | 345.39%-331.7pp |
| Employer contribution / active EE | $42,998 | $4,947+769.2% | $3,866+1012.3% | $4,763+802.7% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,918 | $13,435-33.6% | $9,703-8.1% | $11,598-23.1% |