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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 | $204,332 | $156,398+30.6% | $147,318+38.7% | $138,895+47.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.24% | 78.75%-63.5pp | 70.43%-55.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,267 | $4,853-73.9% | $4,593-72.4% | $4,194-69.8% |
| Participant deferral / active EE | $5,678 | $8,237-31.1% | $7,906-28.2% | $6,396-11.2% |
| Admin fee / account holder | $1,656 | $14,976-88.9% | $13,708-87.9% | $12,562-86.8% |