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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 | $148,212 | $154,228-3.9% | $145,433+1.9% | $137,256+8.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.45% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,702 | $4,804-43.7% | $4,554-40.7% | $4,156-35.0% |
| Participant deferral / active EE | $10,093 | $8,216+22.8% | $7,897+27.8% | $6,407+57.5% |
| Admin fee / account holder | $3,073 | $14,344-78.6% | $13,129-76.6% | $12,270-75.0% |