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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 | $81,113 | $156,398-48.1% | $147,318-44.9% | $138,895-41.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.93% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $17,273 | $4,853+255.9% | $4,593+276.1% | $4,194+311.8% |
| Participant deferral / active EE | $30,667 | $8,237+272.3% | $7,906+287.9% | $6,396+379.5% |
| Admin fee / account holder | $1,491 | $14,976-90.0% | $13,708-89.1% | $12,562-88.1% |