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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 | $108,810 | $154,228-29.4% | $145,433-25.2% | $137,256-20.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.97% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $5,385 | $4,804+12.1% | $4,554+18.2% | $4,156+29.6% |
| Participant deferral / active EE | $16,228 | $8,216+97.5% | $7,897+105.5% | $6,407+153.3% |
| Admin fee / account holder | $523 | $14,344-96.4% | $13,129-96.0% | $12,270-95.7% |