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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 | $149,247 | $135,956+9.8% | $123,894+20.5% | $273,972-45.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.88% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,995 | $5,170-42.1% | $4,617-35.1% | $4,869-38.5% |
| Participant deferral / active EE | $7,621 | $6,343+20.2% | $5,984+27.3% | $5,287+44.1% |
| Admin fee / account holder | $672 | $9,817-93.2% | $8,357-92.0% | $10,133-93.4% |