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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 | $191,592 | $154,228+24.2% | $145,433+31.7% | $137,256+39.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.60% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $4,800 | $4,804-0.1% | $4,554+5.4% | $4,156+15.5% |
| Participant deferral / active EE | $10,509 | $8,216+27.9% | $7,897+33.1% | $6,407+64.0% |
| Admin fee / account holder | $354 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |