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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 | $162,437 | $154,228+5.3% | $145,433+11.7% | $137,256+18.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.05% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $5,516 | $4,804+14.8% | $4,554+21.1% | $4,156+32.7% |
| Participant deferral / active EE | $19,907 | $8,216+142.3% | $7,897+152.1% | $6,407+210.7% |
| Admin fee / account holder | $1,763 | $14,344-87.7% | $13,129-86.6% | $12,270-85.6% |