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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 | $230,990 | $181,062+27.6% | $158,223+46.0% | $155,188+48.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.78% | 57.39%-41.6pp | 52.09%-36.3pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,631 | $4,565-64.3% | $4,109-60.3% | $4,248-61.6% |
| Participant deferral / active EE | $8,179 | $6,134+33.3% | $5,467+49.6% | $6,531+25.2% |
| Admin fee / account holder | $18,198 | $18,825-3.3% | $16,047+13.4% | $14,480+25.7% |