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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 | $202,790 | $174,379+16.3% | $152,093+33.3% | $138,895+46.0% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.8%+14.5pp | 79.9%+12.4pp |
| Annual return | 18.87% | 74.86%-56.0pp | 66.36%-47.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $2,622 | $4,652-43.6% | $4,175-37.2% | $4,194-37.5% |
| Participant deferral / active EE | $8,284 | $6,159+34.5% | $5,451+52.0% | $6,396+29.5% |
| Admin fee / account holder | $3,640 | $16,880-78.4% | $14,497-74.9% | $12,562-71.0% |