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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 | $105,596 | $181,062-41.7% | $158,223-33.3% | $155,188-32.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.16% | 57.39%-43.2pp | 52.09%-37.9pp | 148.84%-134.7pp |
| Employer contribution / active EE | $6,124 | $4,565+34.2% | $4,109+49.0% | $4,248+44.2% |
| Participant deferral / active EE | $14,539 | $6,134+137.0% | $5,467+165.9% | $6,531+122.6% |
| Admin fee / account holder | $1,191 | $18,825-93.7% | $16,047-92.6% | $14,480-91.8% |