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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 | $195,566 | $185,856+5.2% | $170,028+15.0% | $139,456+40.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.52% | 60.52%-43.0pp | 53.39%-35.9pp | 373.45%-355.9pp |
| Employer contribution / active EE | $6,287 | $7,593-17.2% | $6,788-7.4% | $4,753+32.3% |
| Participant deferral / active EE | $15,130 | $11,623+30.2% | $10,409+45.4% | $6,711+125.4% |
| Admin fee / account holder | $769 | $15,387-95.0% | $12,820-94.0% | $11,407-93.3% |