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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 | $75,046 | $167,030-55.1% | $135,768-44.7% | $155,188-51.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 15.41% | 678.39%-663.0pp | 526.10%-510.7pp | 148.84%-133.4pp |
| Employer contribution / active EE | $2,959 | $4,132-28.4% | $3,394-12.8% | $4,248-30.4% |
| Participant deferral / active EE | $7,629 | $4,528+68.5% | $3,977+91.8% | $6,531+16.8% |
| Admin fee / account holder | $1,047 | $8,172-87.2% | $7,048-85.2% | $14,480-92.8% |