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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 | $124,261 | $223,823-44.5% | $211,142-41.1% | $154,746-19.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 23.87% | 50.39%-26.5pp | 46.84%-23.0pp | 172.34%-148.5pp |
| Employer contribution / active EE | $16,558 | $6,787+144.0% | $6,442+157.0% | $4,379+278.1% |
| Participant deferral / active EE | $17,369 | $9,750+78.1% | $9,284+87.1% | $6,730+158.1% |
| Admin fee / account holder | $2,404 | $19,707-87.8% | $19,076-87.4% | $14,365-83.3% |