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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 | $185,312+20.1% | $161,489+37.8% | $154,746+43.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.07% | 103.84%-89.8pp | 89.72%-75.7pp | 172.34%-158.3pp |
| Employer contribution / active EE | $3,414 | $4,769-28.4% | $4,268-20.0% | $4,379-22.0% |
| Participant deferral / active EE | $6,500 | $6,350+2.4% | $5,630+15.5% | $6,730-3.4% |
| Admin fee / account holder | $2,408 | $18,654-87.1% | $16,006-85.0% | $14,365-83.2% |