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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 | $238,985 | $162,136+47.4% | $152,301+56.9% | $154,746+54.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.62% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,804 | $4,890-63.1% | $4,624-61.0% | $4,379-58.8% |
| Participant deferral / active EE | $5,397 | $8,341-35.3% | $8,004-32.6% | $6,730-19.8% |
| Admin fee / account holder | $733 | $15,759-95.3% | $14,398-94.9% | $14,365-94.9% |