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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 | $223,175 | $155,555+43.5% | $146,866+52.0% | $155,188+43.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.26% | 115.41%-99.2pp | 102.85%-86.6pp | 148.84%-132.6pp |
| Employer contribution / active EE | $2,245 | $4,647-51.7% | $4,425-49.3% | $4,248-47.1% |
| Participant deferral / active EE | $6,238 | $8,044-22.5% | $7,759-19.6% | $6,531-4.5% |
| Admin fee / account holder | $3,349 | $14,755-77.3% | $13,620-75.4% | $14,480-76.9% |