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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 | $79,779 | $108,942-26.8% | $100,415-20.6% | $145,897-45.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.73% | 58.27%-46.5pp | 49.47%-37.7pp | 552.29%-540.6pp |
| Employer contribution / active EE | $2,045 | $4,422-53.8% | $3,943-48.1% | $4,663-56.1% |
| Participant deferral / active EE | $15,250 | $8,461+80.2% | $8,091+88.5% | $6,689+128.0% |
| Admin fee / account holder | $981 | $9,702-89.9% | $7,906-87.6% | $13,390-92.7% |