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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 | $82,557 | $209,336-60.6% | $197,124-58.1% | $137,256-39.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.33% | 48.09%-32.8pp | 44.34%-29.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,129 | $6,591-67.7% | $6,227-65.8% | $4,156-48.8% |
| Participant deferral / active EE | $7,322 | $9,614-23.8% | $9,135-19.8% | $6,407+14.3% |
| Admin fee / account holder | $738 | $17,308-95.7% | $16,298-95.5% | $12,270-94.0% |