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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 | $110,458 | $89,370+23.6% | $141,197-21.8% | $72,976+51.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.26% | 111.88%-89.6pp | 71.41%-49.1pp | 81.02%-58.8pp |
| Employer contribution / active EE | $4,107 | $3,115+31.8% | $4,736-13.3% | $2,440+68.3% |
| Participant deferral / active EE | $11,500 | $5,419+112.2% | $6,710+71.4% | $3,608+218.8% |
| Admin fee / account holder | $1,531 | $5,957-74.3% | $10,265-85.1% | $5,124-70.1% |