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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 | $176,142 | $139,948+25.9% | $121,663+44.8% | $154,746+13.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 21.40% | 230.52%-209.1pp | 147.54%-126.1pp | 172.34%-150.9pp |
| Employer contribution / active EE | $14,244 | $3,521+304.5% | $3,020+371.7% | $4,379+225.3% |
| Participant deferral / active EE | $20,547 | $5,629+265.0% | $4,887+320.4% | $6,730+205.3% |
| Admin fee / account holder | $14,471 | $17,321-16.5% | $14,289+1.3% | $14,365+0.7% |