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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 | $226,204 | $156,398+44.6% | $147,318+53.5% | $138,895+62.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.93% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,859 | $4,853-61.7% | $4,593-59.5% | $4,194-55.7% |
| Participant deferral / active EE | $9,595 | $8,237+16.5% | $7,906+21.4% | $6,396+50.0% |
| Admin fee / account holder | $2,358 | $14,976-84.3% | $13,708-82.8% | $12,562-81.2% |