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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 | $229,723 | $212,386+8.2% | $199,883+14.9% | $138,895+65.4% |
| Participation rate | 91.7% | 87.4%+4.3pp | 86.8%+4.9pp | 79.9%+11.7pp |
| Annual return | 17.01% | 47.75%-30.7pp | 43.81%-26.8pp | 145.39%-128.4pp |
| Employer contribution / active EE | $11,451 | $6,625+72.9% | $6,261+82.9% | $4,194+173.0% |
| Participant deferral / active EE | $10,144 | $9,617+5.5% | $9,138+11.0% | $6,396+58.6% |
| Admin fee / account holder | $51,323 | $18,233+181.5% | $17,268+197.2% | $12,562+308.6% |