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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 | $226,076 | $162,136+39.4% | $152,301+48.4% | $154,746+46.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.94% | 91.02%-71.1pp | 80.50%-60.6pp | 172.34%-152.4pp |
| Employer contribution / active EE | $4,078 | $4,890-16.6% | $4,624-11.8% | $4,379-6.9% |
| Participant deferral / active EE | $21,938 | $8,341+163.0% | $8,004+174.1% | $6,730+225.9% |
| Admin fee / account holder | $555 | $15,759-96.5% | $14,398-96.1% | $14,365-96.1% |