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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 | $218,444 | $162,136+34.7% | $152,301+43.4% | $154,746+41.2% |
| Participation rate | 78.6% | 84.1%-5.5pp | 82.4%-3.9pp | 80.7%-2.1pp |
| Annual return | 14.10% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $3,641 | $4,890-25.5% | $4,624-21.3% | $4,379-16.9% |
| Participant deferral / active EE | $11,499 | $8,341+37.9% | $8,004+43.7% | $6,730+70.9% |
| Admin fee / account holder | $2,199 | $15,759-86.0% | $14,398-84.7% | $14,365-84.7% |