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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 | $63,521 | $183,592-65.4% | $155,567-59.2% | $145,959-56.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.85% | 61.24%-51.4pp | 64.74%-54.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $2,551 | $5,315-52.0% | $4,674-45.4% | $4,661-45.3% |
| Participant deferral / active EE | $4,356 | $6,464-32.6% | $5,628-22.6% | $6,689-34.9% |
| Admin fee / account holder | $3,402 | $19,318-82.4% | $15,916-78.6% | $13,398-74.6% |