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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 | $228,587 | $181,062+26.2% | $158,223+44.5% | $155,188+47.3% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 16.42% | 57.39%-41.0pp | 52.09%-35.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $14,927 | $4,565+227.0% | $4,109+263.3% | $4,248+251.4% |
| Participant deferral / active EE | $12,560 | $6,134+104.7% | $5,467+129.7% | $6,531+92.3% |
| Admin fee / account holder | $83,193 | $18,825+341.9% | $16,047+418.4% | $14,480+474.5% |