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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 | $215,723 | $115,225+87.2% | $100,712+114.2% | $138,895+55.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 16.04% | 40.35%-24.3pp | 33.27%-17.2pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,400 | $2,771-13.4% | $2,313+3.8% | $4,194-42.8% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,668 | $10,844-66.2% | $9,256-60.4% | $12,562-70.8% |