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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 | $75,346 | $157,276-52.1% | $141,177-46.6% | $152,885-50.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.75% | 64.33%-34.6pp | 71.40%-41.7pp | 345.39%-315.6pp |
| Employer contribution / active EE | $6,311 | $5,262+19.9% | $4,736+33.3% | $4,763+32.5% |
| Participant deferral / active EE | $8,198 | $7,110+15.3% | $6,710+22.2% | $5,851+40.1% |
| Admin fee / account holder | $5,880 | $12,123-51.5% | $10,263-42.7% | $11,598-49.3% |