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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 | $231,100 | $156,398+47.8% | $147,318+56.9% | $138,895+66.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 14.11% | 78.75%-64.6pp | 70.43%-56.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,251 | $8,237+48.7% | $7,906+55.0% | $6,396+91.5% |
| Admin fee / account holder | $1,645 | $14,976-89.0% | $13,708-88.0% | $12,562-86.9% |