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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 | $185,778 | $154,228+20.5% | $145,433+27.7% | $137,256+35.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.40% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,418 | $4,804-28.9% | $4,554-25.0% | $4,156-17.8% |
| Participant deferral / active EE | $8,562 | $8,216+4.2% | $7,897+8.4% | $6,407+33.6% |
| Admin fee / account holder | $552 | $14,344-96.2% | $13,129-95.8% | $12,270-95.5% |