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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 | $131,814 | $201,259-34.5% | $184,200-28.4% | $145,959-9.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.36% | 28.98%-14.6pp | 28.80%-14.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $11,080 | $7,018+57.9% | $6,424+72.5% | $4,661+137.7% |
| Participant deferral / active EE | $19,109 | $9,806+94.9% | $9,132+109.2% | $6,689+185.7% |
| Admin fee / account holder | $23,160 | $16,372+41.5% | $13,907+66.5% | $13,398+72.9% |