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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 | $84,535 | $154,228-45.2% | $145,433-41.9% | $137,256-38.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.53% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $31,618 | $4,804+558.2% | $4,554+594.2% | $4,156+660.8% |
| Participant deferral / active EE | $20,856 | $8,216+153.8% | $7,897+164.1% | $6,407+225.5% |
| Admin fee / account holder | $2,016 | $14,344-85.9% | $13,129-84.6% | $12,270-83.6% |