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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 | $195,816 | $156,398+25.2% | $147,318+32.9% | $138,895+41.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.74% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $3,289 | $4,853-32.2% | $4,593-28.4% | $4,194-21.6% |
| Participant deferral / active EE | $9,022 | $8,237+9.5% | $7,906+14.1% | $6,396+41.1% |
| Admin fee / account holder | $1,190 | $14,976-92.1% | $13,708-91.3% | $12,562-90.5% |