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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 | $168,287 | $156,398+7.6% | $147,318+14.2% | $138,895+21.2% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 21.30% | 78.75%-57.4pp | 70.43%-49.1pp | 145.39%-124.1pp |
| Employer contribution / active EE | $3,887 | $4,853-19.9% | $4,593-15.4% | $4,194-7.3% |
| Participant deferral / active EE | $9,539 | $8,237+15.8% | $7,906+20.6% | $6,396+49.1% |
| Admin fee / account holder | $777 | $14,976-94.8% | $13,708-94.3% | $12,562-93.8% |