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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 | $91,852 | $162,136-43.3% | $152,301-39.7% | $154,746-40.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.53% | 91.02%-70.5pp | 80.50%-60.0pp | 172.34%-151.8pp |
| Employer contribution / active EE | $7,109 | $4,890+45.4% | $4,624+53.7% | $4,379+62.3% |
| Participant deferral / active EE | $14,820 | $8,341+77.7% | $8,004+85.2% | $6,730+120.2% |
| Admin fee / account holder | $1,263 | $15,759-92.0% | $14,398-91.2% | $14,365-91.2% |