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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 | $168,438 | $154,228+9.2% | $145,433+15.8% | $137,256+22.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.60% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,856 | $4,804-61.4% | $4,554-59.2% | $4,156-55.3% |
| Participant deferral / active EE | $11,893 | $8,216+44.7% | $7,897+50.6% | $6,407+85.6% |
| Admin fee / account holder | $893 | $14,344-93.8% | $13,129-93.2% | $12,270-92.7% |