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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 | $166,449 | $156,398+6.4% | $147,318+13.0% | $138,895+19.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 41.04% | 78.75%-37.7pp | 70.43%-29.4pp | 145.39%-104.4pp |
| Employer contribution / active EE | $1,093 | $4,853-77.5% | $4,593-76.2% | $4,194-73.9% |
| Participant deferral / active EE | $9,667 | $8,237+17.3% | $7,906+22.3% | $6,396+51.1% |
| Admin fee / account holder | $5,138 | $14,976-65.7% | $13,708-62.5% | $12,562-59.1% |