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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 | $211,288+9.8% | $178,540+29.9% | $145,884+59.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.70% | 30.27%-9.6pp | 27.15%-6.4pp | 551.85%-531.1pp |
| Employer contribution / active EE | $3,627 | $4,574-20.7% | $3,953-8.2% | $4,662-22.2% |
| Participant deferral / active EE | $4,154 | $6,967-40.4% | $6,281-33.9% | $6,690-37.9% |
| Admin fee / account holder | $781 | $12,105-93.5% | $10,424-92.5% | $13,392-94.2% |