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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 | $118,474 | $183,592-35.5% | $155,574-23.8% | $145,877-18.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.42% | 61.37%-51.0pp | 64.87%-54.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,996 | $5,317-62.5% | $4,676-57.3% | $4,663-57.2% |
| Participant deferral / active EE | $16,851 | $6,466+160.6% | $5,629+199.3% | $6,691+151.9% |
| Admin fee / account holder | $1,646 | $19,316-91.5% | $15,914-89.7% | $13,402-87.7% |