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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 | $117,335 | $139,948-16.2% | $121,663-3.6% | $154,746-24.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 18.99% | 230.52%-211.5pp | 147.54%-128.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $10,039 | $3,521+185.1% | $3,020+232.4% | $4,379+129.3% |
| Participant deferral / active EE | $26,357 | $5,629+368.2% | $4,887+439.3% | $6,730+291.6% |
| Admin fee / account holder | $12,189 | $17,321-29.6% | $14,289-14.7% | $14,365-15.2% |