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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 | $55,273 | $183,539-69.9% | $155,556-64.5% | $145,897-62.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.62% | 61.31%-46.7pp | 64.84%-50.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,526 | $5,315-52.5% | $4,675-46.0% | $4,663-45.8% |
| Participant deferral / active EE | $6,359 | $6,467-1.7% | $5,631+12.9% | $6,689-4.9% |
| Admin fee / account holder | $547 | $19,275-97.2% | $15,885-96.6% | $13,390-95.9% |