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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 | $223,525 | $157,296+42.1% | $141,191+58.3% | $152,897+46.2% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 21.30% | 64.34%-43.0pp | 71.41%-50.1pp | 345.43%-324.1pp |
| Employer contribution / active EE | $5,196 | $5,262-1.3% | $4,736+9.7% | $4,764+9.1% |
| Participant deferral / active EE | $8,814 | $7,111+24.0% | $6,710+31.4% | $5,851+50.6% |
| Admin fee / account holder | $1,227 | $12,125-89.9% | $10,264-88.1% | $11,599-89.4% |