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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 | $170,855 | $162,136+5.4% | $152,301+12.2% | $154,746+10.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.73% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $11,575 | $4,890+136.7% | $4,624+150.3% | $4,379+164.3% |
| Participant deferral / active EE | $18,125 | $8,341+117.3% | $8,004+126.5% | $6,730+169.3% |
| Admin fee / account holder | $2,625 | $15,759-83.3% | $14,398-81.8% | $14,365-81.7% |