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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 | $155,680 | $156,398-0.5% | $147,318+5.7% | $138,895+12.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.97% | 78.75%-59.8pp | 70.43%-51.5pp | 145.39%-126.4pp |
| Employer contribution / active EE | $5,648 | $4,853+16.4% | $4,593+23.0% | $4,194+34.7% |
| Participant deferral / active EE | $17,705 | $8,237+114.9% | $7,906+123.9% | $6,396+176.8% |
| Admin fee / account holder | $574 | $14,976-96.2% | $13,708-95.8% | $12,562-95.4% |