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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 | $81,658 | $185,856-56.1% | $170,028-52.0% | $139,456-41.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.27% | 60.52%-33.3pp | 53.39%-26.1pp | 373.45%-346.2pp |
| Employer contribution / active EE | $29,349 | $7,593+286.5% | $6,788+332.4% | $4,753+517.5% |
| Participant deferral / active EE | $12,750 | $11,623+9.7% | $10,409+22.5% | $6,711+90.0% |
| Admin fee / account holder | $7,606 | $15,387-50.6% | $12,820-40.7% | $11,407-33.3% |