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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 | $185,813 | $135,956+36.7% | $123,894+50.0% | $273,972-32.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.38% | 56.63%-44.2pp | 47.52%-35.1pp | 41.46%-29.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,675 | $6,343+36.8% | $5,984+45.0% | $5,287+64.1% |
| Admin fee / account holder | $1,238 | $9,817-87.4% | $8,357-85.2% | $10,133-87.8% |