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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 | $237,362 | $154,228+53.9% | $145,433+63.2% | $137,256+72.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 15.61% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $5,078 | $4,804+5.7% | $4,554+11.5% | $4,156+22.2% |
| Participant deferral / active EE | $9,921 | $8,216+20.7% | $7,897+25.6% | $6,407+54.8% |
| Admin fee / account holder | $11,402 | $14,344-20.5% | $13,129-13.2% | $12,270-7.1% |