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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 | $63,572 | $196,972-67.7% | $182,262-65.1% | $198,609-68.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.71% | 158.27%-139.6pp | 140.60%-121.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $2,727 | $5,364-49.2% | $5,046-46.0% | $5,055-46.1% |
| Participant deferral / active EE | $9,937 | $8,643+15.0% | $8,276+20.1% | $6,977+42.4% |
| Admin fee / account holder | $303 | $18,429-98.4% | $16,712-98.2% | $19,030-98.4% |