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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 | $67,116 | $227,399-70.5% | $189,758-64.6% | $198,609-66.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.54% | 61.03%-41.5pp | 52.62%-33.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $1,830 | $5,526-66.9% | $4,767-61.6% | $5,055-63.8% |
| Participant deferral / active EE | $7,423 | $6,837+8.6% | $5,856+26.8% | $6,977+6.4% |
| Admin fee / account holder | $594 | $25,162-97.6% | $20,388-97.1% | $19,030-96.9% |