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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 | $83,734 | $201,344-58.4% | $184,243-54.6% | $145,877-42.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 40.78% | 29.01%+11.8pp | 28.82%+12.0pp | 551.28%-510.5pp |
| Employer contribution / active EE | $8,571 | $7,022+22.1% | $6,427+33.4% | $4,663+83.8% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,767 | $16,382-89.2% | $13,914-87.3% | $13,402-86.8% |