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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 | $230,988 | $178,174+29.6% | $156,181+47.9% | $137,256+68.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.74% | 84.19%-71.5pp | 64.87%-52.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $12,657 | $4,972+154.6% | $4,294+194.8% | $4,156+204.6% |
| Participant deferral / active EE | $3,718 | $6,888-46.0% | $6,132-39.4% | $6,407-42.0% |
| Admin fee / account holder | $12,699 | $17,404-27.0% | $14,586-12.9% | $12,270+3.5% |