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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 | $132,947 | $157,276-15.5% | $141,177-5.8% | $152,885-13.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.82% | 64.33%-34.5pp | 71.40%-41.6pp | 345.39%-315.6pp |
| Employer contribution / active EE | $18,953 | $5,262+260.2% | $4,736+300.2% | $4,763+297.9% |
| Participant deferral / active EE | $17,679 | $7,110+148.6% | $6,710+163.5% | $5,851+202.2% |
| Admin fee / account holder | $651 | $12,123-94.6% | $10,263-93.7% | $11,598-94.4% |