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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 | $162,718 | $97,289+67.3% | $92,805+75.3% | $155,188+4.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 17.15% | 29.03%-11.9pp | 31.59%-14.4pp | 148.84%-131.7pp |
| Employer contribution / active EE | $14,286 | $3,632+293.3% | $3,424+317.2% | $4,248+236.3% |
| Participant deferral / active EE | $14,963 | $8,795+70.1% | $8,448+77.1% | $6,531+129.1% |
| Admin fee / account holder | $1,278 | $12,015-89.4% | $10,911-88.3% | $14,480-91.2% |