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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 | $126,025 | $172,111-26.8% | $150,298-16.1% | $137,256-8.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.38% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $4,751 | $4,636+2.5% | $4,154+14.4% | $4,156+14.3% |
| Participant deferral / active EE | $7,481 | $6,166+21.3% | $5,453+37.2% | $6,407+16.8% |
| Admin fee / account holder | $912 | $16,471-94.5% | $14,116-93.5% | $12,270-92.6% |