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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 | $204,786 | $174,379+17.4% | $152,093+34.6% | $138,895+47.4% |
| Participation rate | 76.9% | 81.6%-4.7pp | 77.8%-0.8pp | 79.9%-3.0pp |
| Annual return | 16.03% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,627 | $4,652-43.5% | $4,175-37.1% | $4,194-37.4% |
| Participant deferral / active EE | $5,849 | $6,159-5.0% | $5,451+7.3% | $6,396-8.5% |
| Admin fee / account holder | $3,153 | $16,880-81.3% | $14,497-78.3% | $12,562-74.9% |