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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 | $97,236 | $178,174-45.4% | $156,181-37.7% | $137,256-29.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.69% | 84.19%-64.5pp | 64.87%-45.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $9,648 | $4,972+94.1% | $4,294+124.7% | $4,156+132.2% |
| Participant deferral / active EE | $16,702 | $6,888+142.5% | $6,132+172.4% | $6,407+160.7% |
| Admin fee / account holder | $557 | $17,404-96.8% | $14,586-96.2% | $12,270-95.5% |