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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 | $187,268 | $197,603-5.2% | $177,827+5.3% | $158,950+17.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.75% | 58.76%-40.0pp | 48.32%-29.6pp | 302.91%-284.2pp |
| Employer contribution / active EE | $4,557 | $6,698-32.0% | $5,918-23.0% | $4,762-4.3% |
| Participant deferral / active EE | $17,333 | $8,404+106.2% | $7,713+124.7% | $5,983+189.7% |
| Admin fee / account holder | $1,438 | $15,402-90.7% | $12,429-88.4% | $11,248-87.2% |