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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 | $125,773 | $154,228-18.4% | $145,433-13.5% | $137,256-8.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.93% | 74.59%-57.7pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $7,013 | $4,804+46.0% | $4,554+54.0% | $4,156+68.7% |
| Participant deferral / active EE | $3,901 | $8,216-52.5% | $7,897-50.6% | $6,407-39.1% |
| Admin fee / account holder | $674 | $14,344-95.3% | $13,129-94.9% | $12,270-94.5% |