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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 | $33,866 | $162,136-79.1% | $152,301-77.8% | $154,746-78.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 25.35% | 91.02%-65.7pp | 80.50%-55.2pp | 172.34%-147.0pp |
| Employer contribution / active EE | $2,521 | $4,890-48.5% | $4,624-45.5% | $4,379-42.4% |
| Participant deferral / active EE | $12,781 | $8,341+53.2% | $8,004+59.7% | $6,730+89.9% |
| Admin fee / account holder | $1,175 | $15,759-92.5% | $14,398-91.8% | $14,365-91.8% |