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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 | $174,379+30.4% | $152,093+49.6% | $138,895+63.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.38% | 74.86%-63.5pp | 66.36%-55.0pp | 145.39%-134.0pp |
| Employer contribution / active EE | $4,878 | $4,652+4.9% | $4,175+16.8% | $4,194+16.3% |
| Participant deferral / active EE | $14,388 | $6,159+133.6% | $5,451+163.9% | $6,396+125.0% |
| Admin fee / account holder | $4,289 | $16,880-74.6% | $14,497-70.4% | $12,562-65.9% |