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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 | $77,597 | $108,942-28.8% | $100,415-22.7% | $145,897-46.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 24.75% | 58.27%-33.5pp | 49.47%-24.7pp | 552.29%-527.5pp |
| Employer contribution / active EE | $5,402 | $4,422+22.2% | $3,943+37.0% | $4,663+15.9% |
| Participant deferral / active EE | $5,351 | $8,461-36.8% | $8,091-33.9% | $6,689-20.0% |
| Admin fee / account holder | $1,548 | $9,702-84.0% | $7,906-80.4% | $13,390-88.4% |