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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 | $178,484 | $156,398+14.1% | $147,318+21.2% | $138,895+28.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.46% | 78.75%-63.3pp | 70.43%-55.0pp | 145.39%-129.9pp |
| Employer contribution / active EE | $4,119 | $4,853-15.1% | $4,593-10.3% | $4,194-1.8% |
| Participant deferral / active EE | $9,300 | $8,237+12.9% | $7,906+17.6% | $6,396+45.4% |
| Admin fee / account holder | $320 | $14,976-97.9% | $13,708-97.7% | $12,562-97.5% |