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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 | $235,706 | $155,555+51.5% | $146,866+60.5% | $155,188+51.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.96% | 115.41%-101.5pp | 102.85%-88.9pp | 148.84%-134.9pp |
| Employer contribution / active EE | $23,719 | $4,647+410.4% | $4,425+436.1% | $4,248+458.4% |
| Participant deferral / active EE | $12,840 | $8,044+59.6% | $7,759+65.5% | $6,531+96.6% |
| Admin fee / account holder | $23,174 | $14,755+57.1% | $13,620+70.1% | $14,480+60.0% |