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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 | $238,603 | $162,136+47.2% | $152,301+56.7% | $154,746+54.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 16.23% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $3,848 | $4,890-21.3% | $4,624-16.8% | $4,379-12.1% |
| Participant deferral / active EE | $14,115 | $8,341+69.2% | $8,004+76.4% | $6,730+109.7% |
| Admin fee / account holder | $929 | $15,759-94.1% | $14,398-93.5% | $14,365-93.5% |