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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 | $227,462 | $181,062+25.6% | $158,223+43.8% | $155,188+46.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.38% | 57.39%-46.0pp | 52.09%-40.7pp | 148.84%-137.5pp |
| Employer contribution / active EE | $4,878 | $4,565+6.9% | $4,109+18.7% | $4,248+14.8% |
| Participant deferral / active EE | $14,388 | $6,134+134.6% | $5,467+163.2% | $6,531+120.3% |
| Admin fee / account holder | $4,289 | $18,825-77.2% | $16,047-73.3% | $14,480-70.4% |