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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 | $172,111-77.0% | $150,298-73.6% | $137,256-71.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.42% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,230 | $4,636-30.3% | $4,154-22.2% | $4,156-22.3% |
| Participant deferral / active EE | $11,516 | $6,166+86.8% | $5,453+111.2% | $6,407+79.7% |
| Admin fee / account holder | $711 | $16,471-95.7% | $14,116-95.0% | $12,270-94.2% |