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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 | $147,404 | $156,398-5.8% | $147,318+0.1% | $138,895+6.1% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 15.74% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $9,280 | $4,853+91.2% | $4,593+102.1% | $4,194+121.3% |
| Participant deferral / active EE | $11,206 | $8,237+36.0% | $7,906+41.7% | $6,396+75.2% |
| Admin fee / account holder | $3,203 | $14,976-78.6% | $13,708-76.6% | $12,562-74.5% |