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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 | $185,312+22.1% | $161,489+40.2% | $154,746+46.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.10% | 103.84%-91.7pp | 89.72%-77.6pp | 172.34%-160.2pp |
| Employer contribution / active EE | $2,534 | $4,769-46.9% | $4,268-40.6% | $4,379-42.1% |
| Participant deferral / active EE | $2,484 | $6,350-60.9% | $5,630-55.9% | $6,730-63.1% |
| Admin fee / account holder | $1,171 | $18,654-93.7% | $16,006-92.7% | $14,365-91.8% |