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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 | $211,316 | $129,737+62.9% | $119,126+77.4% | $154,746+36.6% |
| Participation rate | 94.7% | 78.9%+15.9pp | 75.8%+19.0pp | 80.7%+14.0pp |
| Annual return | 10.23% | 379.08%-368.9pp | 282.11%-271.9pp | 172.34%-162.1pp |
| Employer contribution / active EE | $5,263 | $4,375+20.3% | $4,034+30.5% | $4,379+20.2% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,332 | $11,961-88.9% | $10,693-87.5% | $14,365-90.7% |