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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 | $183,401 | $156,398+17.3% | $147,318+24.5% | $138,895+32.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.55% | 78.75%-64.2pp | 70.43%-55.9pp | 145.39%-130.8pp |
| Employer contribution / active EE | $2,612 | $4,853-46.2% | $4,593-43.1% | $4,194-37.7% |
| Participant deferral / active EE | $4,360 | $8,237-47.1% | $7,906-44.9% | $6,396-31.8% |
| Admin fee / account holder | $2,732 | $14,976-81.8% | $13,708-80.1% | $12,562-78.3% |