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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 | $211,570 | $209,336+1.1% | $197,124+7.3% | $137,256+54.1% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 13.38% | 48.09%-34.7pp | 44.34%-31.0pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,363 | $6,591-64.1% | $6,227-62.0% | $4,156-43.1% |
| Participant deferral / active EE | $7,131 | $9,614-25.8% | $9,135-21.9% | $6,407+11.3% |
| Admin fee / account holder | $1,438 | $17,308-91.7% | $16,298-91.2% | $12,270-88.3% |