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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 | $213,804 | $178,174+20.0% | $156,181+36.9% | $137,256+55.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.24% | 84.19%-70.0pp | 64.87%-50.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $10,014 | $4,972+101.4% | $4,294+133.2% | $4,156+140.9% |
| Participant deferral / active EE | $14,122 | $6,888+105.0% | $6,132+130.3% | $6,407+120.4% |
| Admin fee / account holder | $3,808 | $17,404-78.1% | $14,586-73.9% | $12,270-69.0% |