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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 | $184,438 | $154,228+19.6% | $145,433+26.8% | $137,256+34.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.96% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,781 | $4,804-42.1% | $4,554-38.9% | $4,156-33.1% |
| Participant deferral / active EE | $15,585 | $8,216+89.7% | $7,897+97.3% | $6,407+143.3% |
| Admin fee / account holder | $1,791 | $14,344-87.5% | $13,129-86.4% | $12,270-85.4% |