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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 | $187,665 | $181,062+3.6% | $158,223+18.6% | $155,188+20.9% |
| Participation rate | 78.3% | 82.7%-4.4pp | 79.2%-0.9pp | 80.8%-2.5pp |
| Annual return | 14.95% | 57.39%-42.4pp | 52.09%-37.1pp | 148.84%-133.9pp |
| Employer contribution / active EE | $1,647 | $4,565-63.9% | $4,109-59.9% | $4,248-61.2% |
| Participant deferral / active EE | $4,468 | $6,134-27.2% | $5,467-18.3% | $6,531-31.6% |
| Admin fee / account holder | $703 | $18,825-96.3% | $16,047-95.6% | $14,480-95.1% |