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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 | $196,972+10.9% | $182,262+19.9% | $198,609+10.0% |
| Participation rate | 78.6% | 85.7%-7.1pp | 84.2%-5.6pp | 82.4%-3.8pp |
| Annual return | 14.10% | 158.27%-144.2pp | 140.60%-126.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $3,641 | $5,364-32.1% | $5,046-27.8% | $5,055-28.0% |
| Participant deferral / active EE | $11,499 | $8,643+33.0% | $8,276+38.9% | $6,977+64.8% |
| Admin fee / account holder | $2,199 | $18,429-88.1% | $16,712-86.8% | $19,030-88.4% |