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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 | $244,705 | $201,259+21.6% | $184,200+32.8% | $145,959+67.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.79% | 28.98%-18.2pp | 28.80%-18.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $24,615 | $7,018+250.7% | $6,424+283.2% | $4,661+428.1% |
| Participant deferral / active EE | $9,071 | $9,806-7.5% | $9,132-0.7% | $6,689+35.6% |
| Admin fee / account holder | $2,116 | $16,372-87.1% | $13,907-84.8% | $13,398-84.2% |