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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 | $205,374 | $108,825+88.7% | $156,181+31.5% | $82,448+149.1% |
| Participation rate | 96.9% | 72.4%+24.5pp | 78.8%+18.0pp | 68.1%+28.8pp |
| Annual return | 15.02% | 20.59%-5.6pp | 64.87%-49.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $4,389 | $2,870+52.9% | $4,294+2.2% | $2,551+72.1% |
| Participant deferral / active EE | $17,246 | $4,577+276.8% | $6,132+181.2% | $4,139+316.6% |
| Admin fee / account holder | $3,355 | $9,341-64.1% | $14,586-77.0% | $7,234-53.6% |