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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 | $82,208 | $148,629-44.7% | $135,982-39.5% | $139,487-41.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.98% | 79.33%-63.3pp | 68.32%-52.3pp | 373.84%-357.9pp |
| Employer contribution / active EE | $8,629 | $5,247+64.5% | $4,859+77.6% | $4,755+81.5% |
| Participant deferral / active EE | $11,986 | $8,102+47.9% | $7,760+54.5% | $6,713+78.6% |
| Admin fee / account holder | $6,897 | $12,406-44.4% | $10,767-35.9% | $11,407-39.5% |