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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 | $157,530 | $154,228+2.1% | $145,433+8.3% | $137,256+14.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.83% | 74.59%-61.8pp | 66.58%-53.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $3,478 | $4,804-27.6% | $4,554-23.6% | $4,156-16.3% |
| Participant deferral / active EE | $12,449 | $8,216+51.5% | $7,897+57.6% | $6,407+94.3% |
| Admin fee / account holder | $8,722 | $14,344-39.2% | $13,129-33.6% | $12,270-28.9% |