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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 | $169,737 | $156,398+8.5% | $147,318+15.2% | $138,895+22.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.74% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $6,566 | $4,853+35.3% | $4,593+43.0% | $4,194+56.5% |
| Participant deferral / active EE | $13,539 | $8,237+64.4% | $7,906+71.2% | $6,396+111.7% |
| Admin fee / account holder | $30,779 | $14,976+105.5% | $13,708+124.5% | $12,562+145.0% |