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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 | $169,307 | $155,555+8.8% | $146,866+15.3% | $155,188+9.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.54% | 115.41%-95.9pp | 102.85%-83.3pp | 148.84%-129.3pp |
| Employer contribution / active EE | $2,845 | $4,647-38.8% | $4,425-35.7% | $4,248-33.0% |
| Participant deferral / active EE | $13,965 | $8,044+73.6% | $7,759+80.0% | $6,531+113.8% |
| Admin fee / account holder | $10,048 | $14,755-31.9% | $13,620-26.2% | $14,480-30.6% |