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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 | $44,370 | $154,228-71.2% | $145,433-69.5% | $137,256-67.7% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 20.91% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $5,440 | $4,804+13.2% | $4,554+19.5% | $4,156+30.9% |
| Participant deferral / active EE | $9,750 | $8,216+18.7% | $7,897+23.5% | $6,407+52.2% |
| Admin fee / account holder | $1,825 | $14,344-87.3% | $13,129-86.1% | $12,270-85.1% |