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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 | $145,319 | $208,088-30.2% | $186,193-22.0% | $154,746-6.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.69% | 89.97%-74.3pp | 78.03%-62.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $3,597 | $4,340-17.1% | $3,918-8.2% | $4,379-17.9% |
| Participant deferral / active EE | $3,055 | $7,078-56.8% | $6,513-53.1% | $6,730-54.6% |
| Admin fee / account holder | $10,494 | $11,698-10.3% | $11,058-5.1% | $14,365-26.9% |