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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 | $197,361 | $178,174+10.8% | $156,181+26.4% | $137,256+43.8% |
| Participation rate | 95.7% | 82.0%+13.6pp | 78.8%+16.8pp | 80.0%+15.7pp |
| Annual return | 12.34% | 84.19%-71.8pp | 64.87%-52.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $13,202 | $4,972+165.5% | $4,294+207.5% | $4,156+217.7% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $11,497 | $17,404-33.9% | $14,586-21.2% | $12,270-6.3% |