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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 | $145,891 | $154,228-5.4% | $145,433+0.3% | $137,256+6.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.83% | 74.59%-60.8pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $7,338 | $4,804+52.7% | $4,554+61.1% | $4,156+76.6% |
| Participant deferral / active EE | $2,631 | $8,216-68.0% | $7,897-66.7% | $6,407-58.9% |
| Admin fee / account holder | $599 | $14,344-95.8% | $13,129-95.4% | $12,270-95.1% |