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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 | $190,768 | $154,228+23.7% | $145,433+31.2% | $137,256+39.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.68% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $3,026 | $4,804-37.0% | $4,554-33.6% | $4,156-27.2% |
| Participant deferral / active EE | $37,095 | $8,216+351.5% | $7,897+369.7% | $6,407+479.0% |
| Admin fee / account holder | $5,715 | $14,344-60.2% | $13,129-56.5% | $12,270-53.4% |