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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 | $105,331 | $156,398-32.7% | $147,318-28.5% | $138,895-24.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.57% | 78.75%-65.2pp | 70.43%-56.9pp | 145.39%-131.8pp |
| Employer contribution / active EE | $12,996 | $4,853+167.8% | $4,593+183.0% | $4,194+209.8% |
| Participant deferral / active EE | $11,883 | $8,237+44.3% | $7,906+50.3% | $6,396+85.8% |
| Admin fee / account holder | $1,388 | $14,976-90.7% | $13,708-89.9% | $12,562-89.0% |