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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 | $185,732 | $162,136+14.6% | $152,301+22.0% | $154,746+20.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.20% | 91.02%-73.8pp | 80.50%-63.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,196 | $4,890-55.1% | $4,624-52.5% | $4,379-49.8% |
| Participant deferral / active EE | $11,402 | $8,341+36.7% | $8,004+42.5% | $6,730+69.4% |
| Admin fee / account holder | $8,276 | $15,759-47.5% | $14,398-42.5% | $14,365-42.4% |