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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 | $52,168 | $223,823-76.7% | $211,142-75.3% | $154,746-66.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.09% | 50.39%-32.3pp | 46.84%-28.8pp | 172.34%-154.3pp |
| Employer contribution / active EE | $10,371 | $6,787+52.8% | $6,442+61.0% | $4,379+136.8% |
| Participant deferral / active EE | $9,118 | $9,750-6.5% | $9,284-1.8% | $6,730+35.5% |
| Admin fee / account holder | $882 | $19,707-95.5% | $19,076-95.4% | $14,365-93.9% |