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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 | $181,062+23.1% | $158,223+40.9% | $155,188+43.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.31% | 57.39%-46.1pp | 52.09%-40.8pp | 148.84%-137.5pp |
| Employer contribution / active EE | $1,500 | $4,565-67.1% | $4,109-63.5% | $4,248-64.7% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $8,799 | $18,825-53.3% | $16,047-45.2% | $14,480-39.2% |