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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 | $74,558 | $217,432-65.7% | $185,849-59.9% | $167,536-55.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.99% | 148.42%-129.4pp | 122.10%-103.1pp | 478.82%-459.8pp |
| Employer contribution / active EE | $5,527 | $5,875-5.9% | $5,169+6.9% | $4,839+14.2% |
| Participant deferral / active EE | $2,310 | $6,357-63.7% | $5,569-58.5% | $6,342-63.6% |
| Admin fee / account holder | $680 | $19,818-96.6% | $16,244-95.8% | $12,315-94.5% |