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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 | $24,369 | $154,228-84.2% | $145,433-83.2% | $137,256-82.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.96% | 74.59%-46.6pp | 66.58%-38.6pp | 220.34%-192.4pp |
| Employer contribution / active EE | $7,552 | $4,804+57.2% | $4,554+65.8% | $4,156+81.7% |
| Participant deferral / active EE | $3,234 | $8,216-60.6% | $7,897-59.0% | $6,407-49.5% |
| Admin fee / account holder | $319 | $14,344-97.8% | $13,129-97.6% | $12,270-97.4% |