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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 | $225,525 | $154,228+46.2% | $145,433+55.1% | $137,256+64.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 13.65% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $4,139 | $4,804-13.8% | $4,554-9.1% | $4,156-0.4% |
| Participant deferral / active EE | $11,989 | $8,216+45.9% | $7,897+51.8% | $6,407+87.1% |
| Admin fee / account holder | $384 | $14,344-97.3% | $13,129-97.1% | $12,270-96.9% |