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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 | $165,022 | $155,555+6.1% | $146,866+12.4% | $155,188+6.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.10% | 115.41%-96.3pp | 102.85%-83.7pp | 148.84%-129.7pp |
| Employer contribution / active EE | $3,330 | $4,647-28.3% | $4,425-24.7% | $4,248-21.6% |
| Participant deferral / active EE | $7,053 | $8,044-12.3% | $7,759-9.1% | $6,531+8.0% |
| Admin fee / account holder | $895 | $14,755-93.9% | $13,620-93.4% | $14,480-93.8% |