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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 | $231,954 | $210,698+10.1% | $178,014+30.3% | $145,959+58.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.70% | 386.27%-365.6pp | 294.80%-274.1pp | 561.95%-541.2pp |
| Employer contribution / active EE | $3,627 | $4,567-20.6% | $3,950-8.2% | $4,661-22.2% |
| Participant deferral / active EE | $4,154 | $6,958-40.3% | $6,276-33.8% | $6,689-37.9% |
| Admin fee / account holder | $781 | $12,016-93.5% | $10,362-92.5% | $13,398-94.2% |