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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 | $157,642 | $232,540-32.2% | $185,117-14.8% | $147,586+6.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.30% | 43.03%-27.7pp | 40.50%-25.2pp | 578.59%-563.3pp |
| Employer contribution / active EE | $7,896 | $5,195+52.0% | $4,182+88.8% | $4,876+61.9% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,786 | $10,275+43.9% | $8,159+81.2% | $10,886+35.8% |