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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 | $160,738 | $227,399-29.3% | $189,758-15.3% | $198,609-19.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.01% | 61.03%-52.0pp | 52.62%-43.6pp | 202.70%-193.7pp |
| Employer contribution / active EE | $8,929 | $5,526+61.6% | $4,767+87.3% | $5,055+76.6% |
| Participant deferral / active EE | $19,919 | $6,837+191.3% | $5,856+240.1% | $6,977+185.5% |
| Admin fee / account holder | $10,941 | $25,162-56.5% | $20,388-46.3% | $19,030-42.5% |