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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 | $156,363 | $106,864+46.3% | $147,318+6.1% | $82,637+89.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 21.42% | 27.49%-6.1pp | 70.43%-49.0pp | 53.51%-32.1pp |
| Employer contribution / active EE | $14,810 | $3,417+333.5% | $4,593+222.5% | $2,552+480.3% |
| Participant deferral / active EE | $12,432 | $6,496+91.4% | $7,906+57.2% | $4,126+201.3% |
| Admin fee / account holder | $11,660 | $8,415+38.6% | $13,708-14.9% | $7,339+58.9% |