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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 | $127,338 | $162,136-21.5% | $152,301-16.4% | $154,746-17.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.27% | 91.02%-70.8pp | 80.50%-60.2pp | 172.34%-152.1pp |
| Employer contribution / active EE | $2,661 | $4,890-45.6% | $4,624-42.5% | $4,379-39.2% |
| Participant deferral / active EE | $7,883 | $8,341-5.5% | $8,004-1.5% | $6,730+17.1% |
| Admin fee / account holder | $984 | $15,759-93.8% | $14,398-93.2% | $14,365-93.2% |