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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 | $233,381 | $154,228+51.3% | $145,433+60.5% | $137,256+70.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.30% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,567 | $4,804-25.8% | $4,554-21.7% | $4,156-14.2% |
| Participant deferral / active EE | $9,083 | $8,216+10.5% | $7,897+15.0% | $6,407+41.8% |
| Admin fee / account holder | $3,822 | $14,344-73.4% | $13,129-70.9% | $12,270-68.9% |