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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 | $198,041 | $162,136+22.1% | $152,301+30.0% | $154,746+28.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.87% | 91.02%-72.2pp | 80.50%-61.6pp | 172.34%-153.5pp |
| Employer contribution / active EE | $2,474 | $4,890-49.4% | $4,624-46.5% | $4,379-43.5% |
| Participant deferral / active EE | $6,159 | $8,341-26.2% | $8,004-23.0% | $6,730-8.5% |
| Admin fee / account holder | $3,061 | $15,759-80.6% | $14,398-78.7% | $14,365-78.7% |