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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 | $24,951 | $183,516-86.4% | $155,534-84.0% | $145,884-82.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.89% | 61.43%-48.5pp | 64.92%-52.0pp | 551.85%-539.0pp |
| Employer contribution / active EE | $3,382 | $5,315-36.4% | $4,675-27.6% | $4,662-27.5% |
| Participant deferral / active EE | $6,193 | $6,467-4.2% | $5,630+10.0% | $6,690-7.4% |
| Admin fee / account holder | $1,758 | $19,293-90.9% | $15,900-88.9% | $13,392-86.9% |