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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 | $58,647 | $91,167-35.7% | $178,498-67.1% | $79,858-26.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 43.06% | 24.19%+18.9pp | 151.09%-108.0pp | 31.72%+11.3pp |
| Employer contribution / active EE | $5,089 | $3,255+56.3% | $5,011+1.5% | $2,471+105.9% |
| Participant deferral / active EE | $6,333 | $3,236+95.7% | $5,202+21.8% | $3,740+69.3% |
| Admin fee / account holder | $13,255 | $6,747+96.4% | $13,985-5.2% | $5,306+149.8% |