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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 | $82,269 | $183,627-55.2% | $155,602-47.1% | $145,978-43.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.05% | 61.32%-32.3pp | 64.81%-35.8pp | 550.52%-521.5pp |
| Employer contribution / active EE | $6,559 | $5,316+23.4% | $4,675+40.3% | $4,662+40.7% |
| Participant deferral / active EE | $14,526 | $6,466+124.7% | $5,629+158.1% | $6,690+117.1% |
| Admin fee / account holder | $9,057 | $19,327-53.1% | $15,923-43.1% | $13,400-32.4% |