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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 | $148,375 | $154,228-3.8% | $145,433+2.0% | $137,256+8.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.54% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $6,352 | $4,804+32.2% | $4,554+39.5% | $4,156+52.8% |
| Participant deferral / active EE | $17,899 | $8,216+117.8% | $7,897+126.6% | $6,407+179.4% |
| Admin fee / account holder | $7,260 | $14,344-49.4% | $13,129-44.7% | $12,270-40.8% |