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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 | $155,882 | $156,398-0.3% | $147,318+5.8% | $138,895+12.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.23% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $3,180 | $4,853-34.5% | $4,593-30.8% | $4,194-24.2% |
| Participant deferral / active EE | $10,297 | $8,237+25.0% | $7,906+30.2% | $6,396+61.0% |
| Admin fee / account holder | $1,854 | $14,976-87.6% | $13,708-86.5% | $12,562-85.2% |