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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 | $178,627 | $111,535+60.2% | $105,223+69.8% | $137,256+30.1% |
| Participation rate | 82.4% | 78.1%+4.3pp | 75.0%+7.3pp | 80.0%+2.4pp |
| Annual return | 15.18% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,941 | $3,939-25.3% | $3,689-20.3% | $4,156-29.2% |
| Participant deferral / active EE | $2,495 | $5,500-54.6% | $5,072-50.8% | $6,407-61.1% |
| Admin fee / account holder | $7,813 | $9,721-19.6% | $8,859-11.8% | $12,270-36.3% |