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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 | $236,068 | $165,381+42.7% | $149,730+57.7% | $158,966+48.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.88% | 348.29%-335.4pp | 276.70%-263.8pp | 302.95%-290.1pp |
| Employer contribution / active EE | $3,264 | $5,104-36.1% | $4,645-29.7% | $4,762-31.5% |
| Participant deferral / active EE | $9,059 | $7,182+26.1% | $6,843+32.4% | $5,983+51.4% |
| Admin fee / account holder | $6,275 | $10,809-42.0% | $9,310-32.6% | $11,250-44.2% |