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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 | $183,516-55.2% | $155,534-47.1% | $145,884-43.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.05% | 61.43%-32.4pp | 64.92%-35.9pp | 551.85%-522.8pp |
| Employer contribution / active EE | $6,559 | $5,315+23.4% | $4,675+40.3% | $4,662+40.7% |
| Participant deferral / active EE | $14,526 | $6,467+124.6% | $5,630+158.0% | $6,690+117.1% |
| Admin fee / account holder | $9,057 | $19,293-53.1% | $15,900-43.0% | $13,392-32.4% |