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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 | $164,927 | $154,228+6.9% | $145,433+13.4% | $137,256+20.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.77% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $3,382 | $4,804-29.6% | $4,554-25.7% | $4,156-18.6% |
| Participant deferral / active EE | $2,667 | $8,216-67.5% | $7,897-66.2% | $6,407-58.4% |
| Admin fee / account holder | $4,039 | $14,344-71.8% | $13,129-69.2% | $12,270-67.1% |