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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 | $46,886 | $217,432-78.4% | $185,849-74.8% | $167,536-72.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.21% | 148.42%-130.2pp | 122.10%-103.9pp | 478.82%-460.6pp |
| Employer contribution / active EE | $8,299 | $5,875+41.3% | $5,169+60.6% | $4,839+71.5% |
| Participant deferral / active EE | $8,688 | $6,357+36.7% | $5,569+56.0% | $6,342+37.0% |
| Admin fee / account holder | $431 | $19,818-97.8% | $16,244-97.3% | $12,315-96.5% |