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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 | $154,306 | $156,398-1.3% | $147,318+4.7% | $138,895+11.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 30.41% | 78.75%-48.3pp | 70.43%-40.0pp | 145.39%-115.0pp |
| Employer contribution / active EE | $7,400 | $4,853+52.5% | $4,593+61.1% | $4,194+76.4% |
| Participant deferral / active EE | $9,758 | $8,237+18.5% | $7,906+23.4% | $6,396+52.6% |
| Admin fee / account holder | $932 | $14,976-93.8% | $13,708-93.2% | $12,562-92.6% |