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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 | $227,209 | $227,399-0.1% | $189,758+19.7% | $198,609+14.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.20% | 61.03%-47.8pp | 52.62%-39.4pp | 202.70%-189.5pp |
| Employer contribution / active EE | $2,953 | $5,526-46.6% | $4,767-38.0% | $5,055-41.6% |
| Participant deferral / active EE | $6,246 | $6,837-8.6% | $5,856+6.7% | $6,977-10.5% |
| Admin fee / account holder | $3,120 | $25,162-87.6% | $20,388-84.7% | $19,030-83.6% |