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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 | $162,136-7.1% | $152,301-1.1% | $154,746-2.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.46% | 91.02%-75.6pp | 80.50%-65.0pp | 172.34%-156.9pp |
| Employer contribution / active EE | $10,450 | $4,890+113.7% | $4,624+126.0% | $4,379+138.6% |
| Participant deferral / active EE | $9,561 | $8,341+14.6% | $8,004+19.5% | $6,730+42.1% |
| Admin fee / account holder | $2,332 | $15,759-85.2% | $14,398-83.8% | $14,365-83.8% |