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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 | $148,184 | $181,062-18.2% | $158,223-6.3% | $155,188-4.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.70% | 57.39%-45.7pp | 52.09%-40.4pp | 148.84%-137.1pp |
| Employer contribution / active EE | $2,115 | $4,565-53.7% | $4,109-48.5% | $4,248-50.2% |
| Participant deferral / active EE | $10,546 | $6,134+71.9% | $5,467+92.9% | $6,531+61.5% |
| Admin fee / account holder | $630 | $18,825-96.7% | $16,047-96.1% | $14,480-95.6% |