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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 | $57,666 | $106,749-46.0% | $145,433-60.3% | $82,448-30.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 54.12% | 27.59%+26.5pp | 66.58%-12.5pp | 41.64%+12.5pp |
| Employer contribution / active EE | $6,638 | $3,444+92.7% | $4,554+45.7% | $2,551+160.2% |
| Participant deferral / active EE | $15,802 | $6,519+142.4% | $7,897+100.1% | $4,139+281.8% |
| Admin fee / account holder | $328 | $8,390-96.1% | $13,129-97.5% | $7,234-95.5% |