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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 | $108,461 | $103,038+5.3% | $90,324+20.1% | $152,909-29.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.86% | 95.25%-73.4pp | 78.15%-56.3pp | 345.46%-323.6pp |
| Employer contribution / active EE | $4,526 | $3,141+44.1% | $2,856+58.5% | $4,764-5.0% |
| Participant deferral / active EE | $1,992 | $4,282-53.5% | $3,885-48.7% | $5,851-66.0% |
| Admin fee / account holder | $6,330 | $6,177+2.5% | $5,356+18.2% | $11,601-45.4% |