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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 | $196,322 | $172,111+14.1% | $150,298+30.6% | $137,256+43.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.84% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,512 | $4,636-24.2% | $4,154-15.4% | $4,156-15.5% |
| Participant deferral / active EE | $4,803 | $6,166-22.1% | $5,453-11.9% | $6,407-25.0% |
| Admin fee / account holder | $5,943 | $16,471-63.9% | $14,116-57.9% | $12,270-51.6% |