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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 | $157,535 | $228,352-31.0% | $185,835-15.2% | $158,966-0.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.71% | 40.81%-24.1pp | 35.96%-19.2pp | 302.95%-286.2pp |
| Employer contribution / active EE | $8,754 | $4,967+76.3% | $4,087+114.2% | $4,762+83.8% |
| Participant deferral / active EE | $19,500 | $6,416+203.9% | $5,633+246.2% | $5,983+225.9% |
| Admin fee / account holder | $968 | $11,867-91.8% | $9,502-89.8% | $11,250-91.4% |