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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 | $110,268 | $183,516-39.9% | $155,534-29.1% | $145,884-24.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.32% | 61.43%-52.1pp | 64.92%-55.6pp | 551.85%-542.5pp |
| Employer contribution / active EE | $5,357 | $5,315+0.8% | $4,675+14.6% | $4,662+14.9% |
| Participant deferral / active EE | $6,352 | $6,467-1.8% | $5,630+12.8% | $6,690-5.1% |
| Admin fee / account holder | $898 | $19,293-95.3% | $15,900-94.4% | $13,392-93.3% |