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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 | $246,482 | $154,228+59.8% | $145,433+69.5% | $137,256+79.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.01% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,657 | $4,804-23.9% | $4,554-19.7% | $4,156-12.0% |
| Participant deferral / active EE | $8,393 | $8,216+2.2% | $7,897+6.3% | $6,407+31.0% |
| Admin fee / account holder | $1,212 | $14,344-91.5% | $13,129-90.8% | $12,270-90.1% |