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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 | $156,398+5.1% | $147,318+11.6% | $138,895+18.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.74% | 78.75%-60.0pp | 70.43%-51.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $2,403 | $4,853-50.5% | $4,593-47.7% | $4,194-42.7% |
| Participant deferral / active EE | $7,148 | $8,237-13.2% | $7,906-9.6% | $6,396+11.8% |
| Admin fee / account holder | $1,528 | $14,976-89.8% | $13,708-88.9% | $12,562-87.8% |