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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 | $16,778 | $183,592-90.9% | $155,567-89.2% | $145,959-88.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.09% | 61.24%-46.1pp | 64.74%-49.6pp | 561.95%-546.9pp |
| Employer contribution / active EE | $7,694 | $5,315+44.8% | $4,674+64.6% | $4,661+65.1% |
| Participant deferral / active EE | $3,536 | $6,464-45.3% | $5,628-37.2% | $6,689-47.1% |
| Admin fee / account holder | $369 | $19,318-98.1% | $15,916-97.7% | $13,398-97.2% |