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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 | $51,878 | $162,136-68.0% | $152,301-65.9% | $154,746-66.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.85% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $15,049 | $4,890+207.7% | $4,624+225.4% | $4,379+243.7% |
| Participant deferral / active EE | $6,408 | $8,341-23.2% | $8,004-19.9% | $6,730-4.8% |
| Admin fee / account holder | $12,971 | $15,759-17.7% | $14,398-9.9% | $14,365-9.7% |