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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 | $187,346 | $156,398+19.8% | $147,318+27.2% | $138,895+34.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 29.67% | 78.75%-49.1pp | 70.43%-40.8pp | 145.39%-115.7pp |
| Employer contribution / active EE | $6,331 | $4,853+30.4% | $4,593+37.8% | $4,194+50.9% |
| Participant deferral / active EE | $15,919 | $8,237+93.3% | $7,906+101.3% | $6,396+148.9% |
| Admin fee / account holder | $10,109 | $14,976-32.5% | $13,708-26.3% | $12,562-19.5% |