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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 | $99,463 | $154,228-35.5% | $145,433-31.6% | $137,256-27.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.61% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $12,123 | $4,804+152.4% | $4,554+166.2% | $4,156+191.7% |
| Participant deferral / active EE | $14,898 | $8,216+81.3% | $7,897+88.6% | $6,407+132.5% |
| Admin fee / account holder | $24,706 | $14,344+72.2% | $13,129+88.2% | $12,270+101.3% |