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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 | $198,930 | $217,432-8.5% | $185,851+7.0% | $167,553+18.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.09% | 148.43%-129.3pp | 122.11%-103.0pp | 478.89%-459.8pp |
| Employer contribution / active EE | $5,604 | $5,874-4.6% | $5,168+8.4% | $4,840+15.8% |
| Participant deferral / active EE | $5,474 | $6,357-13.9% | $5,569-1.7% | $6,343-13.7% |
| Admin fee / account holder | $6,230 | $19,820-68.6% | $16,245-61.7% | $12,316-49.4% |