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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 | $233,932 | $178,174+31.3% | $156,181+49.8% | $137,256+70.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.47% | 84.19%-71.7pp | 64.87%-52.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $20,632 | $4,972+315.0% | $4,294+380.5% | $4,156+396.4% |
| Participant deferral / active EE | $3,757 | $6,888-45.5% | $6,132-38.7% | $6,407-41.4% |
| Admin fee / account holder | $961 | $17,404-94.5% | $14,586-93.4% | $12,270-92.2% |