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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 | $238,688 | $162,136+47.2% | $152,301+56.7% | $154,746+54.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.60% | 91.02%-78.4pp | 80.50%-67.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $2,889 | $4,890-40.9% | $4,624-37.5% | $4,379-34.0% |
| Participant deferral / active EE | $10,644 | $8,341+27.6% | $8,004+33.0% | $6,730+58.1% |
| Admin fee / account holder | $8,156 | $15,759-48.2% | $14,398-43.4% | $14,365-43.2% |