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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 | $28,632 | $183,627-84.4% | $155,602-81.6% | $145,978-80.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.90% | 61.32%-45.4pp | 64.81%-48.9pp | 550.52%-534.6pp |
| Employer contribution / active EE | $5,013 | $5,316-5.7% | $4,675+7.2% | $4,662+7.5% |
| Participant deferral / active EE | $9,520 | $6,466+47.2% | $5,629+69.1% | $6,690+42.3% |
| Admin fee / account holder | $83,999 | $19,327+334.6% | $15,923+427.5% | $13,400+526.8% |