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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 | $49,405 | $156,398-68.4% | $147,318-66.5% | $138,895-64.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 34.63% | 78.75%-44.1pp | 70.43%-35.8pp | 145.39%-110.8pp |
| Employer contribution / active EE | $12,081 | $4,853+148.9% | $4,593+163.0% | $4,194+188.0% |
| Participant deferral / active EE | $14,671 | $8,237+78.1% | $7,906+85.6% | $6,396+129.4% |
| Admin fee / account holder | $663 | $14,976-95.6% | $13,708-95.2% | $12,562-94.7% |