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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 | $168,508 | $156,398+7.7% | $147,318+14.4% | $138,895+21.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.36% | 78.75%-65.4pp | 70.43%-57.1pp | 145.39%-132.0pp |
| Employer contribution / active EE | $13,229 | $4,853+172.6% | $4,593+188.0% | $4,194+215.4% |
| Participant deferral / active EE | $10,073 | $8,237+22.3% | $7,906+27.4% | $6,396+57.5% |
| Admin fee / account holder | $7,285 | $14,976-51.4% | $13,708-46.9% | $12,562-42.0% |