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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 | $165,416 | $227,399-27.3% | $189,758-12.8% | $198,609-16.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.87% | 61.03%-45.2pp | 52.62%-36.7pp | 202.70%-186.8pp |
| Employer contribution / active EE | $2,240 | $5,526-59.5% | $4,767-53.0% | $5,055-55.7% |
| Participant deferral / active EE | $4,948 | $6,837-27.6% | $5,856-15.5% | $6,977-29.1% |
| Admin fee / account holder | $22,360 | $25,162-11.1% | $20,388+9.7% | $19,030+17.5% |