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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 | $129,834 | $162,136-19.9% | $152,301-14.8% | $154,746-16.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.79% | 91.02%-79.2pp | 80.50%-68.7pp | 172.34%-160.5pp |
| Employer contribution / active EE | $7,330 | $4,890+49.9% | $4,624+58.5% | $4,379+67.4% |
| Participant deferral / active EE | $7,752 | $8,341-7.1% | $8,004-3.1% | $6,730+15.2% |
| Admin fee / account holder | $6,657 | $15,759-57.8% | $14,398-53.8% | $14,365-53.7% |