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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 | $202,679 | $154,228+31.4% | $145,433+39.4% | $137,256+47.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.27% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $15,357 | $4,804+219.7% | $4,554+237.2% | $4,156+269.5% |
| Participant deferral / active EE | $12,019 | $8,216+46.3% | $7,897+52.2% | $6,407+87.6% |
| Admin fee / account holder | $33,053 | $14,344+130.4% | $13,129+151.8% | $12,270+169.4% |