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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 | $213,002 | $154,228+38.1% | $145,433+46.5% | $137,256+55.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.86% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $4,331 | $4,804-9.8% | $4,554-4.9% | $4,156+4.2% |
| Participant deferral / active EE | $9,301 | $8,216+13.2% | $7,897+17.8% | $6,407+45.2% |
| Admin fee / account holder | $8,947 | $14,344-37.6% | $13,129-31.9% | $12,270-27.1% |