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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 | $179,747 | $154,228+16.5% | $145,433+23.6% | $137,256+31.0% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 12.52% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,469 | $4,804-69.4% | $4,554-67.7% | $4,156-64.7% |
| Participant deferral / active EE | $10,512 | $8,216+27.9% | $7,897+33.1% | $6,407+64.1% |
| Admin fee / account holder | $25,551 | $14,344+78.1% | $13,129+94.6% | $12,270+108.2% |