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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 | $164,414 | $154,228+6.6% | $145,433+13.1% | $137,256+19.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.74% | 74.59%-55.9pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,403 | $4,804-50.0% | $4,554-47.2% | $4,156-42.2% |
| Participant deferral / active EE | $7,148 | $8,216-13.0% | $7,897-9.5% | $6,407+11.6% |
| Admin fee / account holder | $1,528 | $14,344-89.3% | $13,129-88.4% | $12,270-87.5% |