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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 | $215,262 | $176,838+21.7% | $146,685+46.8% | $167,518+28.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.89% | 24.04%-8.1pp | 22.75%-6.9pp | 478.71%-462.8pp |
| Employer contribution / active EE | $1,978 | $5,161-61.7% | $4,137-52.2% | $4,838-59.1% |
| Participant deferral / active EE | $2,887 | $6,441-55.2% | $5,507-47.6% | $6,342-54.5% |
| Admin fee / account holder | $1,708 | $13,262-87.1% | $10,281-83.4% | $12,312-86.1% |