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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 | $214,359 | $135,956+57.7% | $123,894+73.0% | $273,972-21.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.68% | 56.63%-52.0pp | 47.52%-42.8pp | 41.46%-36.8pp |
| Employer contribution / active EE | $12,721 | $5,170+146.1% | $4,617+175.5% | $4,869+161.3% |
| Participant deferral / active EE | $10,560 | $6,343+66.5% | $5,984+76.5% | $5,287+99.7% |
| Admin fee / account holder | $1,805 | $9,817-81.6% | $8,357-78.4% | $10,133-82.2% |