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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 | $241,329 | $124,314+94.1% | $109,163+121.1% | $167,518+44.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.85% | 26.04%-6.2pp | 25.75%-5.9pp | 478.71%-458.9pp |
| Employer contribution / active EE | $1,628 | $4,209-61.3% | $3,723-56.3% | $4,838-66.4% |
| Participant deferral / active EE | $5,778 | $5,256+9.9% | $4,654+24.2% | $6,342-8.9% |
| Admin fee / account holder | $7,983 | $7,973+0.1% | $6,754+18.2% | $12,312-35.2% |