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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 | $133,759 | $156,398-14.5% | $147,318-9.2% | $138,895-3.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.89% | 78.75%-64.9pp | 70.43%-56.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $5,343 | $4,853+10.1% | $4,593+16.3% | $4,194+27.4% |
| Participant deferral / active EE | $5,459 | $8,237-33.7% | $7,906-31.0% | $6,396-14.7% |
| Admin fee / account holder | $3,917 | $14,976-73.8% | $13,708-71.4% | $12,562-68.8% |