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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 | $135,550 | $227,633-40.5% | $189,597-28.5% | $167,553-19.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.39% | 78.45%-69.1pp | 64.20%-54.8pp | 478.89%-469.5pp |
| Employer contribution / active EE | $6,522 | $5,317+22.7% | $4,412+47.8% | $4,840+34.8% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $5,318 | $11,879-55.2% | $9,807-45.8% | $12,316-56.8% |