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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 | $48,152 | $198,462-75.7% | $170,439-71.7% | $147,585-67.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.97% | 257.30%-241.3pp | 205.94%-190.0pp | 578.58%-562.6pp |
| Employer contribution / active EE | $1,802 | $6,184-70.9% | $5,433-66.8% | $4,876-63.0% |
| Participant deferral / active EE | $6,050 | $5,629+7.5% | $4,939+22.5% | $5,439+11.2% |
| Admin fee / account holder | $517 | $16,852-96.9% | $13,881-96.3% | $10,886-95.3% |