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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 | $211,610 | $162,136+30.5% | $152,301+38.9% | $154,746+36.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 71.06% | 91.02%-20.0pp | 80.50%-9.4pp | 172.34%-101.3pp |
| Employer contribution / active EE | $4,053 | $4,890-17.1% | $4,624-12.4% | $4,379-7.5% |
| Participant deferral / active EE | $10,236 | $8,341+22.7% | $8,004+27.9% | $6,730+52.1% |
| Admin fee / account holder | $1,832 | $15,759-88.4% | $14,398-87.3% | $14,365-87.2% |