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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 | $181,062+18.0% | $158,223+35.0% | $155,188+37.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 13.62% | 57.39%-43.8pp | 52.09%-38.5pp | 148.84%-135.2pp |
| Employer contribution / active EE | $2,995 | $4,565-34.4% | $4,109-27.1% | $4,248-29.5% |
| Participant deferral / active EE | $7,446 | $6,134+21.4% | $5,467+36.2% | $6,531+14.0% |
| Admin fee / account holder | $2,092 | $18,825-88.9% | $16,047-87.0% | $14,480-85.6% |