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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 | $191,439 | $217,432-12.0% | $185,849+3.0% | $167,536+14.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.12% | 148.42%-132.3pp | 122.10%-106.0pp | 478.82%-462.7pp |
| Employer contribution / active EE | $8,010 | $5,875+36.3% | $5,169+55.0% | $4,839+65.5% |
| Participant deferral / active EE | $5,572 | $6,357-12.4% | $5,569+0.1% | $6,342-12.2% |
| Admin fee / account holder | $12,257 | $19,818-38.2% | $16,244-24.5% | $12,315-0.5% |