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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 | $182,192 | $156,398+16.5% | $147,318+23.7% | $138,895+31.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.20% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $3,040 | $4,853-37.4% | $4,593-33.8% | $4,194-27.5% |
| Participant deferral / active EE | $7,735 | $8,237-6.1% | $7,906-2.2% | $6,396+20.9% |
| Admin fee / account holder | $1,073 | $14,976-92.8% | $13,708-92.2% | $12,562-91.5% |