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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 | $50,594 | $114,013-55.6% | $103,693-51.2% | $155,188-67.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 13.10% | 49.31%-36.2pp | 47.61%-34.5pp | 148.84%-135.7pp |
| Employer contribution / active EE | $6,884 | $3,131+119.8% | $2,920+135.7% | $4,248+62.0% |
| Participant deferral / active EE | $1,945 | $4,970-60.9% | $4,579-57.5% | $6,531-70.2% |
| Admin fee / account holder | $1,057 | $8,407-87.4% | $7,858-86.5% | $14,480-92.7% |