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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 | $205,471 | $154,228+33.2% | $145,433+41.3% | $137,256+49.7% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 14.21% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $4,076 | $4,804-15.2% | $4,554-10.5% | $4,156-1.9% |
| Participant deferral / active EE | $7,738 | $8,216-5.8% | $7,897-2.0% | $6,407+20.8% |
| Admin fee / account holder | $2,279 | $14,344-84.1% | $13,129-82.6% | $12,270-81.4% |