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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 | $177,065 | $156,616+13.1% | $133,346+32.8% | $198,609-10.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 9.47% | 44.25%-34.8pp | 36.85%-27.4pp | 202.70%-193.2pp |
| Employer contribution / active EE | $2,406 | $3,368-28.6% | $2,853-15.7% | $5,055-52.4% |
| Participant deferral / active EE | $8,468 | $4,920+72.1% | $4,332+95.5% | $6,977+21.4% |
| Admin fee / account holder | $418 | $17,468-97.6% | $14,264-97.1% | $19,030-97.8% |