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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 | $136,428 | $156,398-12.8% | $147,318-7.4% | $138,895-1.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.81% | 78.75%-59.9pp | 70.43%-51.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $5,419 | $4,853+11.7% | $4,593+18.0% | $4,194+29.2% |
| Participant deferral / active EE | $12,124 | $8,237+47.2% | $7,906+53.3% | $6,396+89.5% |
| Admin fee / account holder | $1,097 | $14,976-92.7% | $13,708-92.0% | $12,562-91.3% |