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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 | $153,453 | $217,432-29.4% | $185,849-17.4% | $167,536-8.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.34% | 148.42%-129.1pp | 122.10%-102.8pp | 478.82%-459.5pp |
| Employer contribution / active EE | $1,429 | $5,875-75.7% | $5,169-72.4% | $4,839-70.5% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,216 | $19,818-93.9% | $16,244-92.5% | $12,315-90.1% |