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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 | $202,321 | $174,379+16.0% | $152,093+33.0% | $138,895+45.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.75% | 74.86%-56.1pp | 66.36%-47.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $2,463 | $4,652-47.0% | $4,175-41.0% | $4,194-41.3% |
| Participant deferral / active EE | $4,817 | $6,159-21.8% | $5,451-11.6% | $6,396-24.7% |
| Admin fee / account holder | $3,543 | $16,880-79.0% | $14,497-75.6% | $12,562-71.8% |