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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 | $192,093 | $172,111+11.6% | $150,298+27.8% | $137,256+40.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.07% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $16,348 | $4,636+252.6% | $4,154+293.5% | $4,156+293.4% |
| Participant deferral / active EE | $7,833 | $6,166+27.0% | $5,453+43.7% | $6,407+22.3% |
| Admin fee / account holder | $1,616 | $16,471-90.2% | $14,116-88.6% | $12,270-86.8% |