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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 | $46,237 | $157,296-70.6% | $141,191-67.3% | $152,897-69.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.63% | 64.34%-42.7pp | 71.41%-49.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $5,370 | $5,262+2.1% | $4,736+13.4% | $4,764+12.7% |
| Participant deferral / active EE | $4,817 | $7,111-32.3% | $6,710-28.2% | $5,851-17.7% |
| Admin fee / account holder | $991 | $12,125-91.8% | $10,264-90.3% | $11,599-91.5% |