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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 | $17,089 | $183,516-90.7% | $155,534-89.0% | $145,884-88.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.02% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $3,789 | $5,315-28.7% | $4,675-18.9% | $4,662-18.7% |
| Participant deferral / active EE | $2,968 | $6,467-54.1% | $5,630-47.3% | $6,690-55.6% |
| Admin fee / account holder | $532 | $19,293-97.2% | $15,900-96.7% | $13,392-96.0% |