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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 | $130,321 | $160,028-18.6% | $147,080-11.4% | $145,884-10.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.34% | 98.60%-85.3pp | 420.17%-406.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,439 | $5,286-72.8% | $4,933-70.8% | $4,662-69.1% |
| Participant deferral / active EE | $8,632 | $8,422+2.5% | $8,066+7.0% | $6,690+29.0% |
| Admin fee / account holder | $736 | $15,030-95.1% | $12,989-94.3% | $13,392-94.5% |