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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 | $195,485 | $223,823-12.7% | $211,142-7.4% | $154,746+26.3% |
| Participation rate | 93.3% | 87.9%+5.5pp | 87.3%+6.0pp | 80.7%+12.6pp |
| Annual return | 18.33% | 50.39%-32.1pp | 46.84%-28.5pp | 172.34%-154.0pp |
| Employer contribution / active EE | $8,615 | $6,787+26.9% | $6,442+33.7% | $4,379+96.7% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,962 | $19,707-69.7% | $19,076-68.7% | $14,365-58.5% |