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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 | $201,264+21.6% | $184,185+32.9% | $145,978+67.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.79% | 29.00%-18.2pp | 28.81%-18.0pp | 550.52%-539.7pp |
| Employer contribution / active EE | $24,615 | $7,021+250.6% | $6,426+283.1% | $4,662+428.0% |
| Participant deferral / active EE | $9,071 | $9,806-7.5% | $9,132-0.7% | $6,690+35.6% |
| Admin fee / account holder | $2,116 | $16,376-87.1% | $13,909-84.8% | $13,400-84.2% |