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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 | $147,438 | $117,444+25.5% | $99,479+48.2% | $152,909-3.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 25.75% | 31.87%-6.1pp | 30.72%-5.0pp | 345.46%-319.7pp |
| Employer contribution / active EE | $5,701 | $3,014+89.1% | $2,540+124.4% | $4,764+19.7% |
| Participant deferral / active EE | $2,095 | $4,086-48.7% | $3,619-42.1% | $5,851-64.2% |
| Admin fee / account holder | $2,672 | $7,635-65.0% | $6,253-57.3% | $11,601-77.0% |