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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 | $162,165 | $156,398+3.7% | $147,318+10.1% | $138,895+16.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.33% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $5,288 | $4,853+9.0% | $4,593+15.1% | $4,194+26.1% |
| Participant deferral / active EE | $14,642 | $8,237+77.8% | $7,906+85.2% | $6,396+128.9% |
| Admin fee / account holder | $30,856 | $14,976+106.0% | $13,708+125.1% | $12,562+145.6% |