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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 | $103,276 | $209,336-50.7% | $197,124-47.6% | $137,256-24.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.17% | 48.09%-30.9pp | 44.34%-27.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,526 | $6,591-61.7% | $6,227-59.4% | $4,156-39.2% |
| Participant deferral / active EE | $18,527 | $9,614+92.7% | $9,135+102.8% | $6,407+189.2% |
| Admin fee / account holder | $457 | $17,308-97.4% | $16,298-97.2% | $12,270-96.3% |