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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 | $196,686 | $212,386-7.4% | $199,883-1.6% | $138,895+41.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.50% | 47.75%-31.2pp | 43.81%-27.3pp | 145.39%-128.9pp |
| Employer contribution / active EE | $6,286 | $6,625-5.1% | $6,261+0.4% | $4,194+49.9% |
| Participant deferral / active EE | $11,947 | $9,617+24.2% | $9,138+30.7% | $6,396+86.8% |
| Admin fee / account holder | $827 | $18,233-95.5% | $17,268-95.2% | $12,562-93.4% |