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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 | $230,794 | $162,136+42.3% | $152,301+51.5% | $154,746+49.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.97% | 91.02%-74.1pp | 80.50%-63.5pp | 172.34%-155.4pp |
| Employer contribution / active EE | $4,119 | $4,890-15.8% | $4,624-10.9% | $4,379-5.9% |
| Participant deferral / active EE | $12,724 | $8,341+52.6% | $8,004+59.0% | $6,730+89.1% |
| Admin fee / account holder | $1,495 | $15,759-90.5% | $14,398-89.6% | $14,365-89.6% |