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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 | $24,445 | $175,231-86.0% | $149,696-83.7% | $139,466-82.5% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 19.03% | 166.77%-147.7pp | 134.46%-115.4pp | 373.66%-354.6pp |
| Employer contribution / active EE | $4,657 | $5,478-15.0% | $4,821-3.4% | $4,754-2.0% |
| Participant deferral / active EE | $7,379 | $6,521+13.1% | $5,682+29.9% | $6,712+9.9% |
| Admin fee / account holder | $314 | $16,155-98.1% | $13,212-97.6% | $11,409-97.3% |