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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 | $172,111+33.7% | $150,298+53.1% | $137,256+67.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.44% | 69.37%-49.9pp | 62.79%-43.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,486 | $4,636-46.4% | $4,154-40.1% | $4,156-40.2% |
| Participant deferral / active EE | $5,739 | $6,166-6.9% | $5,453+5.2% | $6,407-10.4% |
| Admin fee / account holder | $16,901 | $16,471+2.6% | $14,116+19.7% | $12,270+37.7% |