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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 | $235,488 | $162,136+45.2% | $152,301+54.6% | $154,746+52.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.45% | 91.02%-74.6pp | 80.50%-64.0pp | 172.34%-155.9pp |
| Employer contribution / active EE | $4,002 | $4,890-18.2% | $4,624-13.5% | $4,379-8.6% |
| Participant deferral / active EE | $8,933 | $8,341+7.1% | $8,004+11.6% | $6,730+32.7% |
| Admin fee / account holder | $3,856 | $15,759-75.5% | $14,398-73.2% | $14,365-73.2% |