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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 | $69,292 | $227,399-69.5% | $189,758-63.5% | $198,609-65.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.57% | 61.03%-43.5pp | 52.62%-35.0pp | 202.70%-185.1pp |
| Employer contribution / active EE | $2,315 | $5,526-58.1% | $4,767-51.4% | $5,055-54.2% |
| Participant deferral / active EE | $7,607 | $6,837+11.3% | $5,856+29.9% | $6,977+9.0% |
| Admin fee / account holder | $357 | $25,162-98.6% | $20,388-98.2% | $19,030-98.1% |