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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 | $212,971 | $178,174+19.5% | $156,181+36.4% | $137,256+55.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.09% | 84.19%-66.1pp | 64.87%-46.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $22,225 | $4,972+347.0% | $4,294+417.6% | $4,156+434.8% |
| Participant deferral / active EE | $10,601 | $6,888+53.9% | $6,132+72.9% | $6,407+65.5% |
| Admin fee / account holder | $2,496 | $17,404-85.7% | $14,586-82.9% | $12,270-79.7% |