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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 | $44,893 | $227,291-80.2% | $214,702-79.1% | $155,188-71.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.59% | 60.08%-41.5pp | 54.55%-36.0pp | 148.84%-130.2pp |
| Employer contribution / active EE | $6,293 | $6,772-7.1% | $6,461-2.6% | $4,248+48.1% |
| Participant deferral / active EE | $6,955 | $9,582-27.4% | $9,147-24.0% | $6,531+6.5% |
| Admin fee / account holder | $352 | $20,413-98.3% | $19,830-98.2% | $14,480-97.6% |