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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 | $233,932 | $199,109+17.5% | $173,730+34.7% | $154,746+51.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.47% | 20.02%-7.6pp | 19.96%-7.5pp | 172.34%-159.9pp |
| Employer contribution / active EE | $20,632 | $5,311+288.5% | $4,577+350.7% | $4,379+371.1% |
| Participant deferral / active EE | $3,757 | $7,113-47.2% | $6,326-40.6% | $6,730-44.2% |
| Admin fee / account holder | $961 | $20,916-95.4% | $17,523-94.5% | $14,365-93.3% |