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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 | $108,205 | $81,208+33.2% | $98,916+9.4% | $79,858+35.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 20.24% | 60.99%-40.8pp | 196.45%-176.2pp | 31.72%-11.5pp |
| Employer contribution / active EE | $2,524 | $1,960+28.8% | $2,689-6.2% | $2,471+2.1% |
| Participant deferral / active EE | $1,983 | $3,265-39.3% | $4,245-53.3% | $3,740-47.0% |
| Admin fee / account holder | $4,545 | $6,013-24.4% | $6,642-31.6% | $5,306-14.4% |