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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 | $156,997 | $98,760+59.0% | $149,715+4.9% | $79,858+96.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 24.95% | 27.43%-2.5pp | 276.66%-251.7pp | 31.72%-6.8pp |
| Employer contribution / active EE | $3,369 | $3,217+4.7% | $4,645-27.5% | $2,471+36.4% |
| Participant deferral / active EE | $7,800 | $5,681+37.3% | $6,842+14.0% | $3,740+108.5% |
| Admin fee / account holder | $12,002 | $6,053+98.3% | $9,310+28.9% | $5,306+126.2% |