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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 | $85,775 | $212,386-59.6% | $199,883-57.1% | $138,895-38.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 68.93% | 47.75%+21.2pp | 43.81%+25.1pp | 145.39%-76.5pp |
| Employer contribution / active EE | $6,914 | $6,625+4.4% | $6,261+10.4% | $4,194+64.8% |
| Participant deferral / active EE | $13,116 | $9,617+36.4% | $9,138+43.5% | $6,396+105.1% |
| Admin fee / account holder | $37,166 | $18,233+103.8% | $17,268+115.2% | $12,562+195.9% |