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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 | $166,006 | $165,361+0.4% | $149,715+10.9% | $158,950+4.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.61% | 348.24%-335.6pp | 276.66%-264.1pp | 302.91%-290.3pp |
| Employer contribution / active EE | $3,313 | $5,103-35.1% | $4,645-28.7% | $4,762-30.4% |
| Participant deferral / active EE | $4,213 | $7,182-41.3% | $6,842-38.4% | $5,983-29.6% |
| Admin fee / account holder | $1,893 | $10,808-82.5% | $9,310-79.7% | $11,248-83.2% |