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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 | $222,902 | $174,379+27.8% | $152,093+46.6% | $138,895+60.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.31% | 74.86%-63.5pp | 66.36%-55.0pp | 145.39%-134.1pp |
| Employer contribution / active EE | $1,500 | $4,652-67.8% | $4,175-64.1% | $4,194-64.2% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $8,799 | $16,880-47.9% | $14,497-39.3% | $12,562-30.0% |