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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 | $38,482 | $155,555-75.3% | $146,866-73.8% | $155,188-75.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.95% | 115.41%-96.5pp | 102.85%-83.9pp | 148.84%-129.9pp |
| Employer contribution / active EE | $5,093 | $4,647+9.6% | $4,425+15.1% | $4,248+19.9% |
| Participant deferral / active EE | $10,799 | $8,044+34.2% | $7,759+39.2% | $6,531+65.3% |
| Admin fee / account holder | $1,588 | $14,755-89.2% | $13,620-88.3% | $14,480-89.0% |