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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 | $166,896 | $165,381+0.9% | $149,730+11.5% | $158,966+5.0% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 19.52% | 348.29%-328.8pp | 276.70%-257.2pp | 302.95%-283.4pp |
| Employer contribution / active EE | $2,296 | $5,104-55.0% | $4,645-50.6% | $4,762-51.8% |
| Participant deferral / active EE | $7,338 | $7,182+2.2% | $6,843+7.2% | $5,983+22.7% |
| Admin fee / account holder | $3,167 | $10,809-70.7% | $9,310-66.0% | $11,250-71.9% |