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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 | $223,393 | $165,361+35.1% | $149,715+49.2% | $158,950+40.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.64% | 348.24%-323.6pp | 276.66%-252.0pp | 302.91%-278.3pp |
| Employer contribution / active EE | $2,259 | $5,103-55.7% | $4,645-51.4% | $4,762-52.6% |
| Participant deferral / active EE | $11,013 | $7,182+53.3% | $6,842+61.0% | $5,983+84.1% |
| Admin fee / account holder | $3,185 | $10,808-70.5% | $9,310-65.8% | $11,248-71.7% |