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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 | $183,826 | $174,379+5.4% | $152,093+20.9% | $138,895+32.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.96% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $17,017 | $4,652+265.8% | $4,175+307.6% | $4,194+305.7% |
| Participant deferral / active EE | $4,498 | $6,159-27.0% | $5,451-17.5% | $6,396-29.7% |
| Admin fee / account holder | $2,425 | $16,880-85.6% | $14,497-83.3% | $12,562-80.7% |