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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 | $210,228 | $178,174+18.0% | $156,181+34.6% | $137,256+53.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.53% | 84.19%-67.7pp | 64.87%-48.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,167 | $4,972-36.3% | $4,294-26.2% | $4,156-23.8% |
| Participant deferral / active EE | $7,491 | $6,888+8.8% | $6,132+22.2% | $6,407+16.9% |
| Admin fee / account holder | $10,901 | $17,404-37.4% | $14,586-25.3% | $12,270-11.2% |