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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 | $227,291-54.6% | $214,702-51.9% | $155,188-33.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.17% | 60.08%-42.9pp | 54.55%-37.4pp | 148.84%-131.7pp |
| Employer contribution / active EE | $2,526 | $6,772-62.7% | $6,461-60.9% | $4,248-40.5% |
| Participant deferral / active EE | $18,527 | $9,582+93.4% | $9,147+102.6% | $6,531+183.7% |
| Admin fee / account holder | $457 | $20,413-97.8% | $19,830-97.7% | $14,480-96.8% |