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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 | $166,076 | $156,398+6.2% | $147,318+12.7% | $138,895+19.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.75% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $3,266 | $4,853-32.7% | $4,593-28.9% | $4,194-22.1% |
| Participant deferral / active EE | $10,209 | $8,237+23.9% | $7,906+29.1% | $6,396+59.6% |
| Admin fee / account holder | $1,239 | $14,976-91.7% | $13,708-91.0% | $12,562-90.1% |