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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 | $28,784 | $185,883-84.5% | $170,043-83.1% | $139,466-79.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.79% | 60.54%-38.8pp | 53.40%-31.6pp | 373.66%-351.9pp |
| Employer contribution / active EE | $4,887 | $7,596-35.7% | $6,790-28.0% | $4,754+2.8% |
| Participant deferral / active EE | $9,170 | $11,626-21.1% | $10,410-11.9% | $6,712+36.6% |
| Admin fee / account holder | $390 | $15,393-97.5% | $12,824-97.0% | $11,409-96.6% |