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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 | $127,388 | $183,592-30.6% | $155,574-18.1% | $145,877-12.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.85% | 61.37%-41.5pp | 64.87%-45.0pp | 551.28%-531.4pp |
| Employer contribution / active EE | $8,342 | $5,317+56.9% | $4,676+78.4% | $4,663+78.9% |
| Participant deferral / active EE | $8,171 | $6,466+26.4% | $5,629+45.1% | $6,691+22.1% |
| Admin fee / account holder | $17,009 | $19,316-11.9% | $15,914+6.9% | $13,402+26.9% |