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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 | $82,119 | $126,113-34.9% | $116,096-29.3% | $155,188-47.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 20.99% | 391.72%-370.7pp | 326.25%-305.3pp | 148.84%-127.8pp |
| Employer contribution / active EE | $5,533 | $2,672+107.1% | $2,503+121.0% | $4,248+30.3% |
| Participant deferral / active EE | $7,706 | $4,162+85.1% | $3,952+95.0% | $6,531+18.0% |
| Admin fee / account holder | $717 | $8,045-91.1% | $7,704-90.7% | $14,480-95.0% |