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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 | $229,644 | $211,288+8.7% | $178,540+28.6% | $145,884+57.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.89% | 30.27%-18.4pp | 27.15%-15.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $4,331 | $4,574-5.3% | $3,953+9.6% | $4,662-7.1% |
| Participant deferral / active EE | $5,243 | $6,967-24.7% | $6,281-16.5% | $6,690-21.6% |
| Admin fee / account holder | $1,523 | $12,105-87.4% | $10,424-85.4% | $13,392-88.6% |