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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 | $125,947 | $178,174-29.3% | $156,181-19.4% | $137,256-8.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.94% | 84.19%-71.3pp | 64.87%-51.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $8,735 | $4,972+75.7% | $4,294+103.4% | $4,156+110.2% |
| Participant deferral / active EE | $2,941 | $6,888-57.3% | $6,132-52.0% | $6,407-54.1% |
| Admin fee / account holder | $848 | $17,404-95.1% | $14,586-94.2% | $12,270-93.1% |