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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 | $156,398+7.7% | $147,318+14.3% | $138,895+21.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.60% | 78.75%-60.1pp | 70.43%-51.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,856 | $4,853-61.8% | $4,593-59.6% | $4,194-55.7% |
| Participant deferral / active EE | $11,893 | $8,237+44.4% | $7,906+50.4% | $6,396+85.9% |
| Admin fee / account holder | $893 | $14,976-94.0% | $13,708-93.5% | $12,562-92.9% |