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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 | $175,404 | $183,627-4.5% | $155,602+12.7% | $145,978+20.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.42% | 61.32%-51.9pp | 64.81%-55.4pp | 550.52%-541.1pp |
| Employer contribution / active EE | $4,949 | $5,316-6.9% | $4,675+5.8% | $4,662+6.1% |
| Participant deferral / active EE | $7,068 | $6,466+9.3% | $5,629+25.6% | $6,690+5.6% |
| Admin fee / account holder | $973 | $19,327-95.0% | $15,923-93.9% | $13,400-92.7% |