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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 | $231,511 | $148,629+55.8% | $135,982+70.3% | $139,487+66.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.97% | 79.33%-62.4pp | 68.32%-51.4pp | 373.84%-356.9pp |
| Employer contribution / active EE | $4,591 | $5,247-12.5% | $4,859-5.5% | $4,755-3.4% |
| Participant deferral / active EE | $2,546 | $8,102-68.6% | $7,760-67.2% | $6,713-62.1% |
| Admin fee / account holder | $425 | $12,406-96.6% | $10,767-96.1% | $11,407-96.3% |