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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 | $89,241 | $165,381-46.0% | $149,730-40.4% | $158,966-43.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.95% | 348.29%-332.3pp | 276.70%-260.7pp | 302.95%-287.0pp |
| Employer contribution / active EE | $6,200 | $5,104+21.5% | $4,645+33.5% | $4,762+30.2% |
| Participant deferral / active EE | $6,350 | $7,182-11.6% | $6,843-7.2% | $5,983+6.1% |
| Admin fee / account holder | $13,233 | $10,809+22.4% | $9,310+42.1% | $11,250+17.6% |