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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 | $84,521 | $183,516-53.9% | $155,534-45.7% | $145,884-42.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.76% | 61.43%-46.7pp | 64.92%-50.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,291 | $5,315-75.7% | $4,675-72.4% | $4,662-72.3% |
| Participant deferral / active EE | $7,970 | $6,467+23.2% | $5,630+41.5% | $6,690+19.1% |
| Admin fee / account holder | $620 | $19,293-96.8% | $15,900-96.1% | $13,392-95.4% |