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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 | $78,239 | $172,111-54.5% | $150,298-47.9% | $137,256-43.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.83% | 69.37%-56.5pp | 62.79%-50.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $8,117 | $4,636+75.1% | $4,154+95.4% | $4,156+95.3% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,921 | $16,471-88.3% | $14,116-86.4% | $12,270-84.3% |