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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 | $226,334 | $172,111+31.5% | $150,298+50.6% | $137,256+64.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.10% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,534 | $4,636-45.3% | $4,154-39.0% | $4,156-39.0% |
| Participant deferral / active EE | $2,484 | $6,166-59.7% | $5,453-54.4% | $6,407-61.2% |
| Admin fee / account holder | $1,171 | $16,471-92.9% | $14,116-91.7% | $12,270-90.5% |