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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 | $90,153 | $81,208+11.0% | $98,920-8.9% | $79,852+12.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 18.36% | 60.99%-42.6pp | 196.47%-178.1pp | 31.72%-13.4pp |
| Employer contribution / active EE | $4,291 | $1,960+119.0% | $2,689+59.6% | $2,471+73.7% |
| Participant deferral / active EE | $8,623 | $3,265+164.1% | $4,245+103.1% | $3,740+130.5% |
| Admin fee / account holder | $5,154 | $6,013-14.3% | $6,643-22.4% | $5,306-2.9% |