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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 | $33,299 | $61,125-45.5% | $94,057-64.6% | $87,485-61.9% |
| Participation rate | 98.1% | 64.1%+34.0pp | 73.3%+24.7pp | 68.9%+29.1pp |
| Annual return | 41.16% | 35.20%+6.0pp | 480.62%-439.5pp | 26.06%+15.1pp |
| Employer contribution / active EE | $4,199 | $2,136+96.5% | $2,933+43.2% | $2,596+61.7% |
| Participant deferral / active EE | $7,497 | $3,260+130.0% | $4,709+59.2% | $4,274+75.4% |
| Admin fee / account holder | $5,375 | $5,629-4.5% | $7,244-25.8% | $7,775-30.9% |