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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 | $227,291-77.0% | $214,702-75.7% | $155,188-66.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.09% | 60.08%-42.0pp | 54.55%-36.5pp | 148.84%-130.8pp |
| Employer contribution / active EE | $10,371 | $6,772+53.2% | $6,461+60.5% | $4,248+144.2% |
| Participant deferral / active EE | $9,118 | $9,582-4.8% | $9,147-0.3% | $6,531+39.6% |
| Admin fee / account holder | $882 | $20,413-95.7% | $19,830-95.6% | $14,480-93.9% |