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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 | $172,365 | $156,398+10.2% | $147,318+17.0% | $138,895+24.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.97% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.4pp |
| Employer contribution / active EE | $7,277 | $4,853+49.9% | $4,593+58.4% | $4,194+73.5% |
| Participant deferral / active EE | $9,787 | $8,237+18.8% | $7,906+23.8% | $6,396+53.0% |
| Admin fee / account holder | $499 | $14,976-96.7% | $13,708-96.4% | $12,562-96.0% |