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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 | $151,227 | $156,398-3.3% | $147,318+2.7% | $138,895+8.9% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 14.15% | 78.75%-64.6pp | 70.43%-56.3pp | 145.39%-131.2pp |
| Employer contribution / active EE | $3,830 | $4,853-21.1% | $4,593-16.6% | $4,194-8.7% |
| Participant deferral / active EE | $8,936 | $8,237+8.5% | $7,906+13.0% | $6,396+39.7% |
| Admin fee / account holder | $3,475 | $14,976-76.8% | $13,708-74.6% | $12,562-72.3% |