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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 | $96,383 | $110,248-12.6% | $95,728+0.7% | $139,456-30.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.68% | 27.16%-6.5pp | 28.40%-7.7pp | 373.45%-352.8pp |
| Employer contribution / active EE | $21,063 | $3,258+546.4% | $2,835+643.0% | $4,753+343.2% |
| Participant deferral / active EE | $23,075 | $4,675+393.5% | $4,245+443.6% | $6,711+243.8% |
| Admin fee / account holder | $1,020 | $6,607-84.6% | $5,673-82.0% | $11,407-91.1% |