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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 | $56,454 | $201,344-72.0% | $184,243-69.4% | $145,877-61.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.83% | 29.01%-9.2pp | 28.82%-9.0pp | 551.28%-531.5pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $17,062 | $9,807+74.0% | $9,132+86.8% | $6,691+155.0% |
| Admin fee / account holder | $1,319 | $16,382-91.9% | $13,914-90.5% | $13,402-90.2% |