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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 | $168,444 | $156,398+7.7% | $147,318+14.3% | $138,895+21.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.69% | 78.75%-63.1pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,423 | $4,853-50.1% | $4,593-47.2% | $4,194-42.2% |
| Participant deferral / active EE | $16,507 | $8,237+100.4% | $7,906+108.8% | $6,396+158.1% |
| Admin fee / account holder | $3,434 | $14,976-77.1% | $13,708-75.0% | $12,562-72.7% |