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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 | $166,468 | $129,737+28.3% | $119,126+39.7% | $154,746+7.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.94% | 379.08%-363.1pp | 282.11%-266.2pp | 172.34%-156.4pp |
| Employer contribution / active EE | $16,128 | $4,375+268.6% | $4,034+299.8% | $4,379+268.3% |
| Participant deferral / active EE | $4,950 | $5,842-15.3% | $5,318-6.9% | $6,730-26.4% |
| Admin fee / account holder | $11,646 | $11,961-2.6% | $10,693+8.9% | $14,365-18.9% |