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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 | $69,296 | $201,370-65.6% | $184,256-62.4% | $145,897-52.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 46.13% | 29.05%+17.1pp | 28.85%+17.3pp | 552.29%-506.2pp |
| Employer contribution / active EE | $3,070 | $7,024-56.3% | $6,427-52.2% | $4,663-34.2% |
| Participant deferral / active EE | $12,511 | $9,808+27.6% | $9,133+37.0% | $6,689+87.0% |
| Admin fee / account holder | $834 | $16,364-94.9% | $13,899-94.0% | $13,390-93.8% |