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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 | $96,455 | $212,386-54.6% | $199,883-51.7% | $138,895-30.6% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.8%+3.2pp | 79.9%+10.1pp |
| Annual return | 16.28% | 47.75%-31.5pp | 43.81%-27.5pp | 145.39%-129.1pp |
| Employer contribution / active EE | $12,533 | $6,625+89.2% | $6,261+100.2% | $4,194+198.8% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,057 | $18,233-94.2% | $17,268-93.9% | $12,562-91.6% |