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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 | $145,786 | $165,399-11.9% | $149,745-2.6% | $158,982-8.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.43% | 348.34%-338.9pp | 276.72%-267.3pp | 302.99%-293.6pp |
| Employer contribution / active EE | $6,940 | $5,105+35.9% | $4,646+49.4% | $4,763+45.7% |
| Participant deferral / active EE | $7,658 | $7,183+6.6% | $6,843+11.9% | $5,983+28.0% |
| Admin fee / account holder | $12,431 | $10,811+15.0% | $9,312+33.5% | $11,252+10.5% |