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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 | $209,942 | $156,398+34.2% | $147,318+42.5% | $138,895+51.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.83% | 78.75%-59.9pp | 70.43%-51.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $4,293 | $4,853-11.5% | $4,593-6.5% | $4,194+2.4% |
| Participant deferral / active EE | $10,291 | $8,237+24.9% | $7,906+30.2% | $6,396+60.9% |
| Admin fee / account holder | $383 | $14,976-97.4% | $13,708-97.2% | $12,562-97.0% |