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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 | $242,739 | $185,312+31.0% | $161,489+50.3% | $154,746+56.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.63% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $10,606 | $4,769+122.4% | $4,268+148.5% | $4,379+142.2% |
| Participant deferral / active EE | $10,311 | $6,350+62.4% | $5,630+83.2% | $6,730+53.2% |
| Admin fee / account holder | $1,305 | $18,654-93.0% | $16,006-91.8% | $14,365-90.9% |