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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 | $180,619 | $162,136+11.4% | $152,301+18.6% | $154,746+16.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.60% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $39,022 | $4,890+697.9% | $4,624+743.8% | $4,379+791.1% |
| Participant deferral / active EE | $11,750 | $8,341+40.9% | $8,004+46.8% | $6,730+74.6% |
| Admin fee / account holder | $2,293 | $15,759-85.4% | $14,398-84.1% | $14,365-84.0% |