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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 | $140,807 | $154,228-8.7% | $145,433-3.2% | $137,256+2.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.91% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $4,863 | $4,804+1.2% | $4,554+6.8% | $4,156+17.0% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,368 | $14,344-69.5% | $13,129-66.7% | $12,270-64.4% |