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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 | $94,621 | $89,370+5.9% | $141,197-33.0% | $72,976+29.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.06% | 111.88%-92.8pp | 71.41%-52.3pp | 81.02%-62.0pp |
| Employer contribution / active EE | $3,740 | $3,115+20.1% | $4,736-21.0% | $2,440+53.3% |
| Participant deferral / active EE | $6,764 | $5,419+24.8% | $6,710+0.8% | $3,608+87.5% |
| Admin fee / account holder | $14,987 | $5,957+151.6% | $10,265+46.0% | $5,124+192.5% |