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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 | $82,273 | $157,296-47.7% | $141,191-41.7% | $152,897-46.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.44% | 64.34%-42.9pp | 71.41%-50.0pp | 345.43%-324.0pp |
| Employer contribution / active EE | $17,816 | $5,262+238.6% | $4,736+276.2% | $4,764+274.0% |
| Participant deferral / active EE | $7,032 | $7,111-1.1% | $6,710+4.8% | $5,851+20.2% |
| Admin fee / account holder | $1,229 | $12,125-89.9% | $10,264-88.0% | $11,599-89.4% |