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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 | $183,401 | $155,555+17.9% | $146,866+24.9% | $155,188+18.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.55% | 115.41%-100.9pp | 102.85%-88.3pp | 148.84%-134.3pp |
| Employer contribution / active EE | $2,612 | $4,647-43.8% | $4,425-41.0% | $4,248-38.5% |
| Participant deferral / active EE | $4,360 | $8,044-45.8% | $7,759-43.8% | $6,531-33.2% |
| Admin fee / account holder | $2,732 | $14,755-81.5% | $13,620-79.9% | $14,480-81.1% |