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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 | $229,930 | $155,555+47.8% | $146,866+56.6% | $155,188+48.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.73% | 115.41%-102.7pp | 102.85%-90.1pp | 148.84%-136.1pp |
| Employer contribution / active EE | $2,505 | $4,647-46.1% | $4,425-43.4% | $4,248-41.0% |
| Participant deferral / active EE | $11,448 | $8,044+42.3% | $7,759+47.5% | $6,531+75.3% |
| Admin fee / account holder | $2,473 | $14,755-83.2% | $13,620-81.8% | $14,480-82.9% |