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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 | $156,398+42.7% | $147,318+51.5% | $138,895+60.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.26% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.1pp |
| Employer contribution / active EE | $2,245 | $4,853-53.7% | $4,593-51.1% | $4,194-46.5% |
| Participant deferral / active EE | $6,238 | $8,237-24.3% | $7,906-21.1% | $6,396-2.5% |
| Admin fee / account holder | $3,349 | $14,976-77.6% | $13,708-75.6% | $12,562-73.3% |