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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 | $145,706 | $185,312-21.4% | $161,489-9.8% | $154,746-5.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.17% | 103.84%-87.7pp | 89.72%-73.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $8,736 | $4,769+83.2% | $4,268+104.7% | $4,379+99.5% |
| Participant deferral / active EE | $6,936 | $6,350+9.2% | $5,630+23.2% | $6,730+3.0% |
| Admin fee / account holder | $8,806 | $18,654-52.8% | $16,006-45.0% | $14,365-38.7% |