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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 | $162,136-8.6% | $152,301-2.7% | $154,746-4.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.45% | 91.02%-76.6pp | 80.50%-66.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $2,702 | $4,890-44.7% | $4,624-41.6% | $4,379-38.3% |
| Participant deferral / active EE | $10,093 | $8,341+21.0% | $8,004+26.1% | $6,730+50.0% |
| Admin fee / account holder | $3,073 | $15,759-80.5% | $14,398-78.7% | $14,365-78.6% |