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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 | $63,135 | $72,071-12.4% | $68,368-7.7% | $137,256-54.0% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.0%+4.7pp |
| Annual return | 16.32% | 353.14%-336.8pp | 292.57%-276.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $7,231 | $2,788+159.4% | $2,649+173.0% | $4,156+74.0% |
| Participant deferral / active EE | $10,325 | $4,410+134.1% | $4,123+150.4% | $6,407+61.2% |
| Admin fee / account holder | $5,498 | $5,336+3.0% | $5,150+6.8% | $12,270-55.2% |