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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 | $136,257 | $183,516-25.8% | $155,534-12.4% | $145,884-6.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.90% | 61.43%-39.5pp | 64.92%-43.0pp | 551.85%-529.9pp |
| Employer contribution / active EE | $2,564 | $5,315-51.7% | $4,675-45.1% | $4,662-45.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,253 | $19,293-26.1% | $15,900-10.4% | $13,392+6.4% |