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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 | $237,847 | $183,627+29.5% | $155,602+52.9% | $145,978+62.9% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 15.12% | 61.32%-46.2pp | 64.81%-49.7pp | 550.52%-535.4pp |
| Employer contribution / active EE | $1,485 | $5,316-72.1% | $4,675-68.2% | $4,662-68.1% |
| Participant deferral / active EE | $6,211 | $6,466-3.9% | $5,629+10.3% | $6,690-7.2% |
| Admin fee / account holder | $6,981 | $19,327-63.9% | $15,923-56.2% | $13,400-47.9% |