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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 | $150,656 | $209,336-28.0% | $197,124-23.6% | $137,256+9.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.74% | 48.09%-27.3pp | 44.34%-23.6pp | 220.34%-199.6pp |
| Employer contribution / active EE | $10,389 | $6,591+57.6% | $6,227+66.8% | $4,156+150.0% |
| Participant deferral / active EE | $18,174 | $9,614+89.0% | $9,135+99.0% | $6,407+183.7% |
| Admin fee / account holder | $1,692 | $17,308-90.2% | $16,298-89.6% | $12,270-86.2% |