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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 | $185,679 | $157,296+18.0% | $141,191+31.5% | $152,897+21.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.64% | 64.34%-39.7pp | 71.41%-46.8pp | 345.43%-320.8pp |
| Employer contribution / active EE | $6,063 | $5,262+15.2% | $4,736+28.0% | $4,764+27.3% |
| Participant deferral / active EE | $13,145 | $7,111+84.9% | $6,710+95.9% | $5,851+124.7% |
| Admin fee / account holder | $924 | $12,125-92.4% | $10,264-91.0% | $11,599-92.0% |