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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 | $191,110 | $154,228+23.9% | $145,433+31.4% | $137,256+39.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.34% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,523 | $4,804-26.7% | $4,554-22.6% | $4,156-15.2% |
| Participant deferral / active EE | $11,492 | $8,216+39.9% | $7,897+45.5% | $6,407+79.4% |
| Admin fee / account holder | $738 | $14,344-94.9% | $13,129-94.4% | $12,270-94.0% |