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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 | $31,788 | $157,276-79.8% | $141,177-77.5% | $152,885-79.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.71% | 64.33%-39.6pp | 71.40%-46.7pp | 345.39%-320.7pp |
| Employer contribution / active EE | $4,592 | $5,262-12.7% | $4,736-3.0% | $4,763-3.6% |
| Participant deferral / active EE | $8,764 | $7,110+23.3% | $6,710+30.6% | $5,851+49.8% |
| Admin fee / account holder | $4,995 | $12,123-58.8% | $10,263-51.3% | $11,598-56.9% |