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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 | $195,171 | $135,956+43.6% | $123,894+57.5% | $273,972-28.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.39% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,857 | $5,170-44.7% | $4,617-38.1% | $4,869-41.3% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,743 | $9,817-41.5% | $8,357-31.3% | $10,133-43.3% |