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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 | $108,981 | $172,111-36.7% | $150,298-27.5% | $137,256-20.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.29% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $11,923 | $4,636+157.2% | $4,154+187.0% | $4,156+186.9% |
| Participant deferral / active EE | $4,855 | $6,166-21.3% | $5,453-11.0% | $6,407-24.2% |
| Admin fee / account holder | $907 | $16,471-94.5% | $14,116-93.6% | $12,270-92.6% |