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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 | $76,749 | $77,416-0.9% | $69,464+10.5% | $152,897-49.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 5.49% | 39.08%-33.6pp | 28.98%-23.5pp | 345.43%-339.9pp |
| Employer contribution / active EE | $5,469 | $3,315+65.0% | $2,779+96.8% | $4,764+14.8% |
| Participant deferral / active EE | $5,090 | $4,413+15.3% | $3,536+43.9% | $5,851-13.0% |
| Admin fee / account holder | $4,577 | $6,208-26.3% | $3,840+19.2% | $11,599-60.5% |