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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 | $122,724 | $99,875+22.9% | $146,866-16.4% | $86,983+41.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 61.23% | 28.10%+33.1pp | 102.85%-41.6pp | 25.83%+35.4pp |
| Employer contribution / active EE | $26,364 | $3,224+717.7% | $4,425+495.8% | $2,584+920.1% |
| Participant deferral / active EE | $12,238 | $6,322+93.6% | $7,759+57.7% | $4,194+191.8% |
| Admin fee / account holder | $413 | $7,838-94.7% | $13,620-97.0% | $7,856-94.7% |