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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 | $159,554 | $102,609+55.5% | $98,090+62.7% | $138,895+14.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 68.35% | 36.44%+31.9pp | 37.05%+31.3pp | 145.39%-77.0pp |
| Employer contribution / active EE | $2,533 | $3,867-34.5% | $3,606-29.8% | $4,194-39.6% |
| Participant deferral / active EE | $10,086 | $8,167+23.5% | $7,845+28.6% | $6,396+57.7% |
| Admin fee / account holder | $14,973 | $11,434+30.9% | $11,815+26.7% | $12,562+19.2% |