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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 | $221,389 | $217,432+1.8% | $185,849+19.1% | $167,536+32.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.57% | 148.42%-132.8pp | 122.10%-106.5pp | 478.82%-463.2pp |
| Employer contribution / active EE | $4,350 | $5,875-25.9% | $5,169-15.8% | $4,839-10.1% |
| Participant deferral / active EE | $5,097 | $6,357-19.8% | $5,569-8.5% | $6,342-19.6% |
| Admin fee / account holder | $1,236 | $19,818-93.8% | $16,244-92.4% | $12,315-90.0% |