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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 | $116,853 | $150,412-22.3% | $120,574-3.1% | $145,884-19.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.61% | 154.50%-142.9pp | 107.42%-95.8pp | 551.85%-540.2pp |
| Employer contribution / active EE | $4,597 | $4,355+5.6% | $3,471+32.5% | $4,662-1.4% |
| Participant deferral / active EE | $12,293 | $6,175+99.1% | $4,996+146.1% | $6,690+83.8% |
| Admin fee / account holder | $956 | $12,224-92.2% | $9,445-89.9% | $13,392-92.9% |