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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 | $198,242 | $123,155+61.0% | $108,753+82.3% | $155,188+27.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 11.87% | 44.73%-32.9pp | 37.47%-25.6pp | 148.84%-137.0pp |
| Employer contribution / active EE | $5,725 | $2,811+103.6% | $2,427+135.9% | $4,248+34.8% |
| Participant deferral / active EE | $9,268 | $4,623+100.5% | $4,115+125.2% | $6,531+41.9% |
| Admin fee / account holder | $1,793 | $12,126-85.2% | $10,320-82.6% | $14,480-87.6% |