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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 | $246,373 | $156,398+57.5% | $147,318+67.2% | $138,895+77.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 31.15% | 78.75%-47.6pp | 70.43%-39.3pp | 145.39%-114.2pp |
| Employer contribution / active EE | $3,741 | $4,853-22.9% | $4,593-18.6% | $4,194-10.8% |
| Participant deferral / active EE | $13,660 | $8,237+65.8% | $7,906+72.8% | $6,396+113.6% |
| Admin fee / account holder | $4,860 | $14,976-67.5% | $13,708-64.5% | $12,562-61.3% |