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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 | $206,499 | $162,136+27.4% | $152,301+35.6% | $154,746+33.4% |
| Participation rate | 93.8% | 84.1%+9.6pp | 82.4%+11.3pp | 80.7%+13.0pp |
| Annual return | 15.97% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,777 | $4,890-63.7% | $4,624-61.6% | $4,379-59.4% |
| Participant deferral / active EE | $6,127 | $8,341-26.5% | $8,004-23.4% | $6,730-9.0% |
| Admin fee / account holder | $5,007 | $15,759-68.2% | $14,398-65.2% | $14,365-65.1% |