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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 | $95,340 | $183,592-48.1% | $155,574-38.7% | $145,877-34.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.22% | 61.37%-46.2pp | 64.87%-49.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $7,537 | $5,317+41.8% | $4,676+61.2% | $4,663+61.6% |
| Participant deferral / active EE | $3,087 | $6,466-52.3% | $5,629-45.2% | $6,691-53.9% |
| Admin fee / account holder | $1,002 | $19,316-94.8% | $15,914-93.7% | $13,402-92.5% |