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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 | $79,514 | $198,457-59.9% | $170,435-53.3% | $147,586-46.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.86% | 257.30%-241.4pp | 205.94%-190.1pp | 578.59%-562.7pp |
| Employer contribution / active EE | $4,941 | $6,183-20.1% | $5,432-9.0% | $4,876+1.3% |
| Participant deferral / active EE | $3,106 | $5,629-44.8% | $4,939-37.1% | $5,439-42.9% |
| Admin fee / account holder | $7,052 | $16,852-58.2% | $13,881-49.2% | $10,886-35.2% |