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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 | $156,159 | $148,582+5.1% | $135,942+14.9% | $139,456+12.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.01% | 79.26%-60.2pp | 68.28%-49.3pp | 373.45%-354.4pp |
| Employer contribution / active EE | $4,094 | $5,245-21.9% | $4,858-15.7% | $4,753-13.9% |
| Participant deferral / active EE | $14,287 | $8,101+76.4% | $7,759+84.1% | $6,711+112.9% |
| Admin fee / account holder | $4,269 | $12,402-65.6% | $10,764-60.3% | $11,407-62.6% |