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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 | $213,785+9.4% | $185,441+26.1% | $155,188+50.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.47% | 19.97%-7.5pp | 20.16%-7.7pp | 148.84%-136.4pp |
| Employer contribution / active EE | $20,632 | $5,393+282.6% | $4,672+341.6% | $4,248+385.7% |
| Participant deferral / active EE | $3,757 | $6,864-45.3% | $6,152-38.9% | $6,531-42.5% |
| Admin fee / account holder | $961 | $21,134-95.5% | $17,890-94.6% | $14,480-93.4% |