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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 | $122,988 | $156,398-21.4% | $147,318-16.5% | $138,895-11.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.37% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $15,182 | $4,853+212.8% | $4,593+230.6% | $4,194+262.0% |
| Participant deferral / active EE | $14,414 | $8,237+75.0% | $7,906+82.3% | $6,396+125.3% |
| Admin fee / account holder | $955 | $14,976-93.6% | $13,708-93.0% | $12,562-92.4% |