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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 | $52,885 | $148,582-64.4% | $135,942-61.1% | $139,456-62.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.87% | 79.26%-63.4pp | 68.28%-52.4pp | 373.45%-357.6pp |
| Employer contribution / active EE | $4,323 | $5,245-17.6% | $4,858-11.0% | $4,753-9.0% |
| Participant deferral / active EE | $7,000 | $8,101-13.6% | $7,759-9.8% | $6,711+4.3% |
| Admin fee / account holder | $588 | $12,402-95.3% | $10,764-94.5% | $11,407-94.8% |