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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 | $242,037 | $174,379+38.8% | $152,093+59.1% | $138,895+74.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.12% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $3,333 | $4,652-28.3% | $4,175-20.2% | $4,194-20.5% |
| Participant deferral / active EE | $3,559 | $6,159-42.2% | $5,451-34.7% | $6,396-44.4% |
| Admin fee / account holder | $1,970 | $16,880-88.3% | $14,497-86.4% | $12,562-84.3% |