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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 | $114,562 | $152,619-24.9% | $125,195-8.5% | $152,909-25.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 28.61% | 54.85%-26.2pp | 43.79%-15.2pp | 345.46%-316.9pp |
| Employer contribution / active EE | $5,792 | $4,947+17.1% | $3,866+49.8% | $4,764+21.6% |
| Participant deferral / active EE | $8,574 | $5,869+46.1% | $4,937+73.6% | $5,851+46.5% |
| Admin fee / account holder | $750 | $13,437-94.4% | $9,704-92.3% | $11,601-93.5% |