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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 | $190,209 | $162,136+17.3% | $152,301+24.9% | $154,746+22.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.16% | 91.02%-73.9pp | 80.50%-63.3pp | 172.34%-155.2pp |
| Employer contribution / active EE | $7,247 | $4,890+48.2% | $4,624+56.7% | $4,379+65.5% |
| Participant deferral / active EE | $3,165 | $8,341-62.0% | $8,004-60.5% | $6,730-53.0% |
| Admin fee / account holder | $7,964 | $15,759-49.5% | $14,398-44.7% | $14,365-44.6% |