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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 | $139,291 | $156,398-10.9% | $147,318-5.4% | $138,895+0.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.80% | 78.75%-65.9pp | 70.43%-57.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $2,441 | $4,853-49.7% | $4,593-46.8% | $4,194-41.8% |
| Participant deferral / active EE | $13,023 | $8,237+58.1% | $7,906+64.7% | $6,396+103.6% |
| Admin fee / account holder | $2,944 | $14,976-80.3% | $13,708-78.5% | $12,562-76.6% |