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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 | $172,521 | $181,062-4.7% | $158,223+9.0% | $155,188+11.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.98% | 57.39%-43.4pp | 52.09%-38.1pp | 148.84%-134.9pp |
| Employer contribution / active EE | $1,576 | $4,565-65.5% | $4,109-61.6% | $4,248-62.9% |
| Participant deferral / active EE | $9,784 | $6,134+59.5% | $5,467+79.0% | $6,531+49.8% |
| Admin fee / account holder | $833 | $18,825-95.6% | $16,047-94.8% | $14,480-94.2% |