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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 | $155,879 | $157,276-0.9% | $141,177+10.4% | $152,885+2.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.37% | 64.33%-39.0pp | 71.40%-46.0pp | 345.39%-320.0pp |
| Employer contribution / active EE | $5,303 | $5,262+0.8% | $4,736+12.0% | $4,763+11.3% |
| Participant deferral / active EE | $12,436 | $7,110+74.9% | $6,710+85.3% | $5,851+112.5% |
| Admin fee / account holder | $3,464 | $12,123-71.4% | $10,263-66.2% | $11,598-70.1% |