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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 | $68,727 | $70,366-2.3% | $66,674+3.1% | $138,895-50.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.71% | 386.41%-372.7pp | 321.24%-307.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $4,921 | $2,765+78.0% | $2,620+87.8% | $4,194+17.3% |
| Participant deferral / active EE | $10,474 | $4,374+139.5% | $4,084+156.5% | $6,396+63.8% |
| Admin fee / account holder | $588 | $5,262-88.8% | $5,098-88.5% | $12,562-95.3% |