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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 | $90,834 | $201,372-54.9% | $184,260-50.7% | $145,884-37.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 37.25% | 29.04%+8.2pp | 28.84%+8.4pp | 551.85%-514.6pp |
| Employer contribution / active EE | $2,482 | $7,024-64.7% | $6,427-61.4% | $4,662-46.8% |
| Participant deferral / active EE | $19,811 | $9,808+102.0% | $9,133+116.9% | $6,690+196.1% |
| Admin fee / account holder | $1,099 | $16,362-93.3% | $13,898-92.1% | $13,392-91.8% |