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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 | $142,914 | $133,998+6.7% | $112,263+27.3% | $134,545+6.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 6.97% | 47.17%-40.2pp | 27.49%-20.5pp | 418.37%-411.4pp |
| Employer contribution / active EE | $28,842 | $4,040+613.9% | $3,636+693.2% | $4,742+508.3% |
| Participant deferral / active EE | $14,433 | $5,292+172.7% | $4,729+205.2% | $6,401+125.5% |
| Admin fee / account holder | $1,739 | $7,493-76.8% | $6,410-72.9% | $11,431-84.8% |