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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 | $77,633 | $89,367-13.1% | $141,191-45.0% | $72,975+6.4% |
| Participation rate | 98.8% | 75.1%+23.6pp | 82.5%+16.3pp | 69.5%+29.3pp |
| Annual return | 24.82% | 111.87%-87.0pp | 71.41%-46.6pp | 81.01%-56.2pp |
| Employer contribution / active EE | $8,249 | $3,115+164.8% | $4,736+74.2% | $2,440+238.1% |
| Participant deferral / active EE | $6,258 | $5,419+15.5% | $6,710-6.7% | $3,608+73.5% |
| Admin fee / account holder | $4,402 | $5,957-26.1% | $10,264-57.1% | $5,124-14.1% |