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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 | $155,555+8.3% | $146,866+14.7% | $155,188+8.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.60% | 115.41%-96.8pp | 102.85%-84.3pp | 148.84%-130.2pp |
| Employer contribution / active EE | $1,856 | $4,647-60.1% | $4,425-58.0% | $4,248-56.3% |
| Participant deferral / active EE | $11,893 | $8,044+47.8% | $7,759+53.3% | $6,531+82.1% |
| Admin fee / account holder | $893 | $14,755-94.0% | $13,620-93.4% | $14,480-93.8% |