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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 | $36,759 | $185,856-80.2% | $170,028-78.4% | $139,456-73.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 72.09% | 60.52%+11.6pp | 53.39%+18.7pp | 373.45%-301.4pp |
| Employer contribution / active EE | $2,663 | $7,593-64.9% | $6,788-60.8% | $4,753-44.0% |
| Participant deferral / active EE | $12,487 | $11,623+7.4% | $10,409+20.0% | $6,711+86.1% |
| Admin fee / account holder | $366 | $15,387-97.6% | $12,820-97.1% | $11,407-96.8% |