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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 | $201,729 | $174,379+15.7% | $152,093+32.6% | $138,895+45.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.23% | 74.86%-61.6pp | 66.36%-53.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $2,805 | $4,652-39.7% | $4,175-32.8% | $4,194-33.1% |
| Participant deferral / active EE | $12,311 | $6,159+99.9% | $5,451+125.8% | $6,396+92.5% |
| Admin fee / account holder | $14,956 | $16,880-11.4% | $14,497+3.2% | $12,562+19.1% |