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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 | $66,756 | $114,013-41.4% | $103,693-35.6% | $155,188-57.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 65.53% | 49.31%+16.2pp | 47.61%+17.9pp | 148.84%-83.3pp |
| Employer contribution / active EE | $5,774 | $3,131+84.4% | $2,920+97.7% | $4,248+35.9% |
| Participant deferral / active EE | $10,478 | $4,970+110.8% | $4,579+128.8% | $6,531+60.4% |
| Admin fee / account holder | $738 | $8,407-91.2% | $7,858-90.6% | $14,480-94.9% |