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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 | $92,104 | $157,296-41.4% | $141,191-34.8% | $152,897-39.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.07% | 64.34%-42.3pp | 71.41%-49.3pp | 345.43%-323.4pp |
| Employer contribution / active EE | $9,387 | $5,262+78.4% | $4,736+98.2% | $4,764+97.1% |
| Participant deferral / active EE | $5,124 | $7,111-27.9% | $6,710-23.6% | $5,851-12.4% |
| Admin fee / account holder | $888 | $12,125-92.7% | $10,264-91.3% | $11,599-92.3% |