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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 | $222,314 | $174,379+27.5% | $152,093+46.2% | $138,895+60.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.23% | 74.86%-54.6pp | 66.36%-46.1pp | 145.39%-125.2pp |
| Employer contribution / active EE | $9,180 | $4,652+97.3% | $4,175+119.9% | $4,194+118.9% |
| Participant deferral / active EE | $10,901 | $6,159+77.0% | $5,451+100.0% | $6,396+70.4% |
| Admin fee / account holder | $126,685 | $16,880+650.5% | $14,497+773.9% | $12,562+908.5% |