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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 | $108,972 | $209,336-47.9% | $197,124-44.7% | $137,256-20.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.14% | 48.09%-29.0pp | 44.34%-25.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $8,414 | $6,591+27.7% | $6,227+35.1% | $4,156+102.4% |
| Participant deferral / active EE | $13,316 | $9,614+38.5% | $9,135+45.8% | $6,407+107.8% |
| Admin fee / account holder | $432 | $17,308-97.5% | $16,298-97.4% | $12,270-96.5% |