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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 | $52,258 | $132,634-60.6% | $115,768-54.9% | $137,256-61.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.21% | 160.70%-147.5pp | 100.46%-87.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,729 | $3,360+11.0% | $2,940+26.9% | $4,156-10.3% |
| Participant deferral / active EE | $9,166 | $5,619+63.1% | $4,917+86.4% | $6,407+43.1% |
| Admin fee / account holder | $1,364 | $15,028-90.9% | $12,439-89.0% | $12,270-88.9% |