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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 | $238,502 | $154,228+54.6% | $145,433+64.0% | $137,256+73.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.95% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $22,316 | $4,804+364.5% | $4,554+390.0% | $4,156+436.9% |
| Participant deferral / active EE | $13,625 | $8,216+65.8% | $7,897+72.5% | $6,407+112.7% |
| Admin fee / account holder | $2,017 | $14,344-85.9% | $13,129-84.6% | $12,270-83.6% |