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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 | $222,577 | $172,111+29.3% | $150,298+48.1% | $137,256+62.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.07% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,414 | $4,636-26.4% | $4,154-17.8% | $4,156-17.9% |
| Participant deferral / active EE | $6,500 | $6,166+5.4% | $5,453+19.2% | $6,407+1.5% |
| Admin fee / account holder | $2,408 | $16,471-85.4% | $14,116-82.9% | $12,270-80.4% |