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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 | $148,807 | $165,381-10.0% | $149,730-0.6% | $158,966-6.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.23% | 348.29%-336.1pp | 276.70%-264.5pp | 302.95%-290.7pp |
| Employer contribution / active EE | $2,310 | $5,104-54.7% | $4,645-50.3% | $4,762-51.5% |
| Participant deferral / active EE | $5,621 | $7,182-21.7% | $6,843-17.9% | $5,983-6.1% |
| Admin fee / account holder | $20,701 | $10,809+91.5% | $9,310+122.3% | $11,250+84.0% |