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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 | $108,922-28.8% | $100,398-22.7% | $145,978-46.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 24.75% | 58.04%-33.3pp | 49.32%-24.6pp | 550.52%-525.8pp |
| Employer contribution / active EE | $5,402 | $4,426+22.1% | $3,946+36.9% | $4,662+15.9% |
| Participant deferral / active EE | $5,351 | $8,450-36.7% | $8,084-33.8% | $6,690-20.0% |
| Admin fee / account holder | $1,548 | $9,680-84.0% | $7,893-80.4% | $13,400-88.4% |