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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 | $172,449 | $156,616+10.1% | $133,346+29.3% | $198,609-13.2% |
| Participation rate | 95.5% | 77.7%+17.7pp | 72.8%+22.6pp | 82.4%+13.1pp |
| Annual return | 9.65% | 44.25%-34.6pp | 36.85%-27.2pp | 202.70%-193.1pp |
| Employer contribution / active EE | $4,545 | $3,368+35.0% | $2,853+59.3% | $5,055-10.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $963 | $17,468-94.5% | $14,264-93.3% | $19,030-94.9% |