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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 | $39,609 | $227,399-82.6% | $189,758-79.1% | $198,609-80.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.42% | 61.03%-46.6pp | 52.62%-38.2pp | 202.70%-188.3pp |
| Employer contribution / active EE | $3,230 | $5,526-41.6% | $4,767-32.2% | $5,055-36.1% |
| Participant deferral / active EE | $11,516 | $6,837+68.4% | $5,856+96.7% | $6,977+65.1% |
| Admin fee / account holder | $711 | $25,162-97.2% | $20,388-96.5% | $19,030-96.3% |