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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 | $196,679 | $183,516+7.2% | $155,534+26.5% | $145,884+34.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.51% | 61.43%-44.9pp | 64.92%-48.4pp | 551.85%-535.3pp |
| Employer contribution / active EE | $5,391 | $5,315+1.4% | $4,675+15.3% | $4,662+15.6% |
| Participant deferral / active EE | $5,700 | $6,467-11.9% | $5,630+1.2% | $6,690-14.8% |
| Admin fee / account holder | $21,631 | $19,293+12.1% | $15,900+36.0% | $13,392+61.5% |