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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 | $155,410 | $157,304-1.2% | $141,197+10.1% | $152,909+1.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.27% | 64.34%-42.1pp | 71.41%-49.1pp | 345.46%-323.2pp |
| Employer contribution / active EE | $6,220 | $5,263+18.2% | $4,736+31.3% | $4,764+30.6% |
| Participant deferral / active EE | $5,620 | $7,111-21.0% | $6,710-16.3% | $5,851-4.0% |
| Admin fee / account holder | $2,923 | $12,126-75.9% | $10,265-71.5% | $11,601-74.8% |