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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 | $209,022 | $103,164+102.6% | $90,259+131.6% | $154,746+35.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 23.56% | 19.25%+4.3pp | 18.88%+4.7pp | 172.34%-148.8pp |
| Employer contribution / active EE | $7,928 | $2,532+213.1% | $2,291+246.0% | $4,379+81.0% |
| Participant deferral / active EE | $14,500 | $4,422+227.9% | $3,827+278.9% | $6,730+115.4% |
| Admin fee / account holder | $1,399 | $8,593-83.7% | $7,267-80.8% | $14,365-90.3% |