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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 | $157,840 | $116,203+35.8% | $93,621+68.6% | $152,897+3.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 32.55% | 35.96%-3.4pp | 32.76%-0.2pp | 345.43%-312.9pp |
| Employer contribution / active EE | $5,701 | $3,219+77.1% | $2,719+109.7% | $4,764+19.7% |
| Participant deferral / active EE | $5,531 | $4,605+20.1% | $4,070+35.9% | $5,851-5.5% |
| Admin fee / account holder | $548 | $10,751-94.9% | $7,890-93.1% | $11,599-95.3% |