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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 | $244,254 | $156,398+56.2% | $147,318+65.8% | $138,895+75.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.80% | 78.75%-66.0pp | 70.43%-57.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,948 | $8,237+20.8% | $7,906+25.8% | $6,396+55.5% |
| Admin fee / account holder | $3,121 | $14,976-79.2% | $13,708-77.2% | $12,562-75.2% |