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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 | $167,159 | $86,288+93.7% | $111,306+50.2% | $85,851+94.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 14.09% | 19.99%-5.9pp | 54.67%-40.6pp | 318.63%-304.5pp |
| Employer contribution / active EE | $2,194 | $2,044+7.3% | $2,732-19.7% | $2,565-14.5% |
| Participant deferral / active EE | $5,166 | $3,641+41.9% | $4,488+15.1% | $3,952+30.7% |
| Admin fee / account holder | $319 | $8,189-96.1% | $7,966-96.0% | $6,261-94.9% |