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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 | $104,252 | $212,386-50.9% | $199,883-47.8% | $138,895-24.9% |
| Participation rate | 94.1% | 87.4%+6.7pp | 86.8%+7.4pp | 79.9%+14.2pp |
| Annual return | 23.01% | 47.75%-24.7pp | 43.81%-20.8pp | 145.39%-122.4pp |
| Employer contribution / active EE | $23,046 | $6,625+247.9% | $6,261+268.1% | $4,194+449.5% |
| Participant deferral / active EE | $8,857 | $9,617-7.9% | $9,138-3.1% | $6,396+38.5% |
| Admin fee / account holder | $435 | $18,233-97.6% | $17,268-97.5% | $12,562-96.5% |