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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 | $77,103 | $183,592-58.0% | $155,567-50.4% | $145,959-47.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.37% | 61.24%-34.9pp | 64.74%-38.4pp | 561.95%-535.6pp |
| Employer contribution / active EE | $1,855 | $5,315-65.1% | $4,674-60.3% | $4,661-60.2% |
| Participant deferral / active EE | $8,050 | $6,464+24.5% | $5,628+43.0% | $6,689+20.4% |
| Admin fee / account holder | $1,063 | $19,318-94.5% | $15,916-93.3% | $13,398-92.1% |