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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 | $140,260 | $156,398-10.3% | $147,318-4.8% | $138,895+1.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.11% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $8,104 | $4,853+67.0% | $4,593+76.5% | $4,194+93.2% |
| Participant deferral / active EE | $14,454 | $8,237+75.5% | $7,906+82.8% | $6,396+126.0% |
| Admin fee / account holder | $17,570 | $14,976+17.3% | $13,708+28.2% | $12,562+39.9% |