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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 | $154,228+0.1% | $145,433+6.1% | $137,256+12.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 30.41% | 74.59%-44.2pp | 66.58%-36.2pp | 220.34%-189.9pp |
| Employer contribution / active EE | $7,400 | $4,804+54.0% | $4,554+62.5% | $4,156+78.0% |
| Participant deferral / active EE | $9,758 | $8,216+18.8% | $7,897+23.6% | $6,407+52.3% |
| Admin fee / account holder | $932 | $14,344-93.5% | $13,129-92.9% | $12,270-92.4% |