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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 | $67,467 | $227,291-70.3% | $214,702-68.6% | $155,188-56.5% |
| Participation rate | 90.0% | 88.0%+2.0pp | 87.5%+2.5pp | 80.8%+9.2pp |
| Annual return | 21.48% | 60.08%-38.6pp | 54.55%-33.1pp | 148.84%-127.4pp |
| Employer contribution / active EE | $10,131 | $6,772+49.6% | $6,461+56.8% | $4,248+138.5% |
| Participant deferral / active EE | $5,516 | $9,582-42.4% | $9,147-39.7% | $6,531-15.5% |
| Admin fee / account holder | $1,556 | $20,413-92.4% | $19,830-92.2% | $14,480-89.3% |