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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 | $181,810 | $157,296+15.6% | $141,191+28.8% | $152,897+18.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.94% | 64.34%-42.4pp | 71.41%-49.5pp | 345.43%-323.5pp |
| Employer contribution / active EE | $2,254 | $5,262-57.2% | $4,736-52.4% | $4,764-52.7% |
| Participant deferral / active EE | $3,090 | $7,111-56.5% | $6,710-53.9% | $5,851-47.2% |
| Admin fee / account holder | $1,191 | $12,125-90.2% | $10,264-88.4% | $11,599-89.7% |