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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 | $95,069 | $201,264-52.8% | $184,185-48.4% | $145,978-34.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.79% | 29.00%-15.2pp | 28.81%-15.0pp | 550.52%-536.7pp |
| Employer contribution / active EE | $13,499 | $7,021+92.3% | $6,426+110.1% | $4,662+189.6% |
| Participant deferral / active EE | $9,192 | $9,806-6.3% | $9,132+0.7% | $6,690+37.4% |
| Admin fee / account holder | $1,390 | $16,376-91.5% | $13,909-90.0% | $13,400-89.6% |