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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 | $241,468 | $185,312+30.3% | $161,489+49.5% | $154,746+56.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.01% | 103.84%-86.8pp | 89.72%-72.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,485 | $4,769-68.9% | $4,268-65.2% | $4,379-66.1% |
| Participant deferral / active EE | $4,634 | $6,350-27.0% | $5,630-17.7% | $6,730-31.1% |
| Admin fee / account holder | $6,238 | $18,654-66.6% | $16,006-61.0% | $14,365-56.6% |