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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 | $195,435 | $154,228+26.7% | $145,433+34.4% | $137,256+42.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.10% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $10,048 | $4,804+109.2% | $4,554+120.6% | $4,156+141.8% |
| Participant deferral / active EE | $8,895 | $8,216+8.3% | $7,897+12.6% | $6,407+38.8% |
| Admin fee / account holder | $510 | $14,344-96.4% | $13,129-96.1% | $12,270-95.8% |