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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 | $176,414 | $172,111+2.5% | $150,298+17.4% | $137,256+28.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.95% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $15,268 | $4,636+229.3% | $4,154+267.5% | $4,156+267.4% |
| Participant deferral / active EE | $3,725 | $6,166-39.6% | $5,453-31.7% | $6,407-41.9% |
| Admin fee / account holder | $1,625 | $16,471-90.1% | $14,116-88.5% | $12,270-86.8% |