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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 | $211,610 | $154,228+37.2% | $145,433+45.5% | $137,256+54.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 71.06% | 74.59%-3.5pp | 66.58%+4.5pp | 220.34%-149.3pp |
| Employer contribution / active EE | $4,053 | $4,804-15.6% | $4,554-11.0% | $4,156-2.5% |
| Participant deferral / active EE | $10,236 | $8,216+24.6% | $7,897+29.6% | $6,407+59.8% |
| Admin fee / account holder | $1,832 | $14,344-87.2% | $13,129-86.0% | $12,270-85.1% |