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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 | $154,228+41.6% | $145,433+50.2% | $137,256+59.2% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 14.10% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,641 | $4,804-24.2% | $4,554-20.1% | $4,156-12.4% |
| Participant deferral / active EE | $11,499 | $8,216+40.0% | $7,897+45.6% | $6,407+79.5% |
| Admin fee / account holder | $2,199 | $14,344-84.7% | $13,129-83.2% | $12,270-82.1% |