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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 | $34,344 | $217,432-84.2% | $185,851-81.5% | $167,553-79.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.70% | 148.43%-127.7pp | 122.11%-101.4pp | 478.89%-458.2pp |
| Employer contribution / active EE | $5,390 | $5,874-8.2% | $5,168+4.3% | $4,840+11.4% |
| Participant deferral / active EE | $11,400 | $6,357+79.3% | $5,569+104.7% | $6,343+79.7% |
| Admin fee / account holder | $835 | $19,820-95.8% | $16,245-94.9% | $12,316-93.2% |