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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 | $185,312+22.6% | $161,489+40.7% | $154,746+46.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.20% | 103.84%-90.6pp | 89.72%-76.5pp | 172.34%-159.1pp |
| Employer contribution / active EE | $2,953 | $4,769-38.1% | $4,268-30.8% | $4,379-32.6% |
| Participant deferral / active EE | $6,246 | $6,350-1.6% | $5,630+10.9% | $6,730-7.2% |
| Admin fee / account holder | $3,120 | $18,654-83.3% | $16,006-80.5% | $14,365-78.3% |