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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 | $195,732 | $227,291-13.9% | $214,702-8.8% | $155,188+26.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 12.66% | 60.08%-47.4pp | 54.55%-41.9pp | 148.84%-136.2pp |
| Employer contribution / active EE | $1,800 | $6,772-73.4% | $6,461-72.1% | $4,248-57.6% |
| Participant deferral / active EE | $16,909 | $9,582+76.5% | $9,147+84.9% | $6,531+158.9% |
| Admin fee / account holder | $2,257 | $20,413-88.9% | $19,830-88.6% | $14,480-84.4% |