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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 | $194,783 | $174,379+11.7% | $152,093+28.1% | $138,895+40.2% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 16.84% | 74.86%-58.0pp | 66.36%-49.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $1,484 | $4,652-68.1% | $4,175-64.5% | $4,194-64.6% |
| Participant deferral / active EE | $2,754 | $6,159-55.3% | $5,451-49.5% | $6,396-56.9% |
| Admin fee / account holder | $2,193 | $16,880-87.0% | $14,497-84.9% | $12,562-82.5% |