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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 | $226,676 | $185,312+22.3% | $161,489+40.4% | $154,746+46.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.55% | 103.84%-85.3pp | 89.72%-71.2pp | 172.34%-153.8pp |
| Employer contribution / active EE | $8,722 | $4,769+82.9% | $4,268+104.4% | $4,379+99.2% |
| Participant deferral / active EE | $8,860 | $6,350+39.5% | $5,630+57.4% | $6,730+31.6% |
| Admin fee / account holder | $705 | $18,654-96.2% | $16,006-95.6% | $14,365-95.1% |