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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 | $230,136 | $185,312+24.2% | $161,489+42.5% | $154,746+48.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.44% | 103.84%-84.4pp | 89.72%-70.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $2,486 | $4,769-47.9% | $4,268-41.7% | $4,379-43.2% |
| Participant deferral / active EE | $5,739 | $6,350-9.6% | $5,630+1.9% | $6,730-14.7% |
| Admin fee / account holder | $16,901 | $18,654-9.4% | $16,006+5.6% | $14,365+17.7% |