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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 | $146,064 | $174,379-16.2% | $152,093-4.0% | $138,895+5.2% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 14.95% | 74.86%-59.9pp | 66.36%-51.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,481 | $4,652-46.7% | $4,175-40.6% | $4,194-40.9% |
| Participant deferral / active EE | $8,168 | $6,159+32.6% | $5,451+49.8% | $6,396+27.7% |
| Admin fee / account holder | $1,897 | $16,880-88.8% | $14,497-86.9% | $12,562-84.9% |