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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 | $182,726 | $162,136+12.7% | $152,301+20.0% | $154,746+18.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.00% | 91.02%-73.0pp | 80.50%-62.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $5,246 | $4,890+7.3% | $4,624+13.4% | $4,379+19.8% |
| Participant deferral / active EE | $8,765 | $8,341+5.1% | $8,004+9.5% | $6,730+30.2% |
| Admin fee / account holder | $920 | $15,759-94.2% | $14,398-93.6% | $14,365-93.6% |