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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 | $166,713 | $156,398+6.6% | $147,318+13.2% | $138,895+20.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.65% | 78.75%-65.1pp | 70.43%-56.8pp | 145.39%-131.7pp |
| Employer contribution / active EE | $1,844 | $4,853-62.0% | $4,593-59.8% | $4,194-56.0% |
| Participant deferral / active EE | $8,723 | $8,237+5.9% | $7,906+10.3% | $6,396+36.4% |
| Admin fee / account holder | $3,823 | $14,976-74.5% | $13,708-72.1% | $12,562-69.6% |