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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 | $115,954 | $156,398-25.9% | $147,318-21.3% | $138,895-16.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 20.20% | 78.75%-58.6pp | 70.43%-50.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $8,230 | $4,853+69.6% | $4,593+79.2% | $4,194+96.2% |
| Participant deferral / active EE | $4,880 | $8,237-40.8% | $7,906-38.3% | $6,396-23.7% |
| Admin fee / account holder | $484 | $14,976-96.8% | $13,708-96.5% | $12,562-96.1% |