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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 | $161,448 | $154,193+4.7% | $130,045+24.1% | $139,466+15.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.88% | 32.51%-16.6pp | -137.30%+153.2pp | 373.66%-357.8pp |
| Employer contribution / active EE | $2,170 | $5,292-59.0% | $4,321-49.8% | $4,754-54.4% |
| Participant deferral / active EE | $2,394 | $6,709-64.3% | $5,820-58.9% | $6,712-64.3% |
| Admin fee / account holder | $17,281 | $13,989+23.5% | $10,600+63.0% | $11,409+51.5% |