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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 | $68,232 | $183,592-62.8% | $155,574-56.1% | $145,877-53.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.38% | 61.37%-44.0pp | 64.87%-47.5pp | 551.28%-533.9pp |
| Employer contribution / active EE | $2,400 | $5,317-54.9% | $4,676-48.7% | $4,663-48.5% |
| Participant deferral / active EE | $23,000 | $6,466+255.7% | $5,629+308.6% | $6,691+243.8% |
| Admin fee / account holder | $501 | $19,316-97.4% | $15,914-96.9% | $13,402-96.3% |