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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 | $213,596 | $172,111+24.1% | $150,298+42.1% | $137,256+55.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 13.62% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,995 | $4,636-35.4% | $4,154-27.9% | $4,156-27.9% |
| Participant deferral / active EE | $7,446 | $6,166+20.8% | $5,453+36.6% | $6,407+16.2% |
| Admin fee / account holder | $2,092 | $16,471-87.3% | $14,116-85.2% | $12,270-83.0% |