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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 | $107,020 | $157,296-32.0% | $141,191-24.2% | $152,897-30.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.17% | 64.34%-39.2pp | 71.41%-46.2pp | 345.43%-320.3pp |
| Employer contribution / active EE | $4,585 | $5,262-12.9% | $4,736-3.2% | $4,764-3.7% |
| Participant deferral / active EE | $9,617 | $7,111+35.2% | $6,710+43.3% | $5,851+64.4% |
| Admin fee / account holder | $2,647 | $12,125-78.2% | $10,264-74.2% | $11,599-77.2% |