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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 | $54,787 | $183,592-70.2% | $155,567-64.8% | $145,959-62.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.25% | 61.24%-32.0pp | 64.74%-35.5pp | 561.95%-532.7pp |
| Employer contribution / active EE | $1,281 | $5,315-75.9% | $4,674-72.6% | $4,661-72.5% |
| Participant deferral / active EE | $8,584 | $6,464+32.8% | $5,628+52.5% | $6,689+28.3% |
| Admin fee / account holder | $940 | $19,318-95.1% | $15,916-94.1% | $13,398-93.0% |