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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 | $152,118 | $217,432-30.0% | $185,849-18.1% | $167,536-9.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.46% | 148.42%-134.0pp | 122.10%-107.6pp | 478.82%-464.4pp |
| Employer contribution / active EE | $4,853 | $5,875-17.4% | $5,169-6.1% | $4,839+0.3% |
| Participant deferral / active EE | $7,355 | $6,357+15.7% | $5,569+32.1% | $6,342+16.0% |
| Admin fee / account holder | $30,271 | $19,818+52.7% | $16,244+86.4% | $12,315+145.8% |