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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 | $79,650 | $228,395-65.1% | $185,861-57.1% | $158,982-49.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.53% | 40.82%-33.3pp | 35.96%-28.4pp | 302.99%-295.5pp |
| Employer contribution / active EE | $7,607 | $4,968+53.1% | $4,088+86.1% | $4,763+59.7% |
| Participant deferral / active EE | $10,700 | $6,417+66.7% | $5,634+89.9% | $5,983+78.8% |
| Admin fee / account holder | $42,213 | $11,869+255.7% | $9,503+344.2% | $11,252+275.2% |