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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 | $148,227 | $227,597-34.9% | $189,575-21.8% | $167,536-11.5% |
| Participation rate | 95.5% | 82.5%+13.0pp | 78.4%+17.0pp | 82.1%+13.3pp |
| Annual return | 15.51% | 78.44%-62.9pp | 64.19%-48.7pp | 478.82%-463.3pp |
| Employer contribution / active EE | $7,043 | $5,316+32.5% | $4,412+59.6% | $4,839+45.5% |
| Participant deferral / active EE | $6,964 | $7,002-0.5% | $6,174+12.8% | $6,342+9.8% |
| Admin fee / account holder | $855 | $11,877-92.8% | $9,806-91.3% | $12,315-93.1% |