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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 | $141,738 | $154,228-8.1% | $145,433-2.5% | $137,256+3.3% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 16.22% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,039 | $4,804-36.7% | $4,554-33.3% | $4,156-26.9% |
| Participant deferral / active EE | $8,302 | $8,216+1.0% | $7,897+5.1% | $6,407+29.6% |
| Admin fee / account holder | $1,302 | $14,344-90.9% | $13,129-90.1% | $12,270-89.4% |