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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 | $229,321 | $154,228+48.7% | $145,433+57.7% | $137,256+67.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.30% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $30,775 | $4,804+540.6% | $4,554+575.7% | $4,156+640.5% |
| Participant deferral / active EE | $15,930 | $8,216+93.9% | $7,897+101.7% | $6,407+148.6% |
| Admin fee / account holder | $32,191 | $14,344+124.4% | $13,129+145.2% | $12,270+162.3% |