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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 | $172,860 | $156,398+10.5% | $147,318+17.3% | $138,895+24.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.02% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $3,831 | $4,853-21.1% | $4,593-16.6% | $4,194-8.7% |
| Participant deferral / active EE | $18,217 | $8,237+121.1% | $7,906+130.4% | $6,396+184.8% |
| Admin fee / account holder | $3,010 | $14,976-79.9% | $13,708-78.0% | $12,562-76.0% |