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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 | $119,133 | $152,619-21.9% | $125,195-4.8% | $152,909-22.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 14.75% | 54.85%-40.1pp | 43.79%-29.0pp | 345.46%-330.7pp |
| Employer contribution / active EE | $7,287 | $4,947+47.3% | $3,866+88.5% | $4,764+53.0% |
| Participant deferral / active EE | $8,167 | $5,869+39.2% | $4,937+65.4% | $5,851+39.6% |
| Admin fee / account holder | $1,032 | $13,437-92.3% | $9,704-89.4% | $11,601-91.1% |