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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 | $162,136+10.9% | $152,301+18.0% | $154,746+16.2% |
| Participation rate | 94.1% | 84.1%+10.0pp | 82.4%+11.7pp | 80.7%+13.4pp |
| Annual return | 12.52% | 91.02%-78.5pp | 80.50%-68.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1,469 | $4,890-70.0% | $4,624-68.2% | $4,379-66.5% |
| Participant deferral / active EE | $10,512 | $8,341+26.0% | $8,004+31.3% | $6,730+56.2% |
| Admin fee / account holder | $25,551 | $15,759+62.1% | $14,398+77.5% | $14,365+77.9% |