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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 | $63,313 | $154,228-58.9% | $145,433-56.5% | $137,256-53.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.21% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $10,252 | $4,804+113.4% | $4,554+125.1% | $4,156+146.7% |
| Participant deferral / active EE | $27,423 | $8,216+233.8% | $7,897+247.2% | $6,407+328.0% |
| Admin fee / account holder | $36,399 | $14,344+153.8% | $13,129+177.2% | $12,270+196.6% |