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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 | $140,880 | $77,416+82.0% | $69,464+102.8% | $152,897-7.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 18.03% | 39.08%-21.0pp | 28.98%-10.9pp | 345.43%-327.4pp |
| Employer contribution / active EE | $5,720 | $3,315+72.6% | $2,779+105.8% | $4,764+20.1% |
| Participant deferral / active EE | $11,347 | $4,413+157.1% | $3,536+220.9% | $5,851+93.9% |
| Admin fee / account holder | $1,009 | $6,208-83.7% | $3,840-73.7% | $11,599-91.3% |