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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 | $150,627 | $154,228-2.3% | $145,433+3.6% | $137,256+9.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.46% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $10,450 | $4,804+117.5% | $4,554+129.4% | $4,156+151.4% |
| Participant deferral / active EE | $9,561 | $8,216+16.4% | $7,897+21.1% | $6,407+49.2% |
| Admin fee / account holder | $2,332 | $14,344-83.7% | $13,129-82.2% | $12,270-81.0% |