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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 | $153,735 | $156,398-1.7% | $147,318+4.4% | $138,895+10.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.82% | 78.75%-64.9pp | 70.43%-56.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $2,950 | $4,853-39.2% | $4,593-35.8% | $4,194-29.7% |
| Participant deferral / active EE | $13,754 | $8,237+67.0% | $7,906+74.0% | $6,396+115.0% |
| Admin fee / account holder | $1,121 | $14,976-92.5% | $13,708-91.8% | $12,562-91.1% |