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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 | $231,396 | $114,013+103.0% | $103,693+123.2% | $155,188+49.1% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.2pp | 80.8%+8.1pp |
| Annual return | 15.94% | 49.31%-33.4pp | 47.61%-31.7pp | 148.84%-132.9pp |
| Employer contribution / active EE | $8,336 | $3,131+166.2% | $2,920+185.4% | $4,248+96.2% |
| Participant deferral / active EE | $12,304 | $4,970+147.6% | $4,579+168.7% | $6,531+88.4% |
| Admin fee / account holder | $59,917 | $8,407+612.7% | $7,858+662.5% | $14,480+313.8% |